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Activity Acknowledge Button

Hi, Currently when Sales Reps put Activity notes and tag others, there is now what for others to acknowledge that they have seen the note. They will have to reply awhich clutters the notes section. It would be great to have a Thumbs up button.
Guest over 2 years ago in  0

Automatically B2C customer to a Customer Group

Hi, We would like to segment all B2C customers and put them to a specific Customer Group so we could include / exclude them from reporting. Apparently that would be possible by looking at Price Tier in DEAR.
Guest over 2 years ago in Cin7 Core 0

Remove the time from being displayed on exported Date Fields

The Date Fields such as Problem Created field are now exporting to Excel showing the Date and Time. Whereas before v89 the cells would contain the Date and Time data but only display the Date.
Guest over 2 years ago in CRM App 0

Include Product Code or Full Product Description within Upsell Window

A customer would find it useful to include the product code or the full product description within the upsell window. For example if you have multiple products that start with the same product description but differentiate in size or colour you so...
Guest about 5 years ago in CRM App 1

Automated emails to chase web baskets/other website interactions

quite a few customers have task centre to allow them to chase up open web baskets when they are left for a certain period of time. We should make this core functionality with the ability to set the document structure, set when they want the email ...
Peter Slot almost 8 years ago in  1

Feature to restore previous setups in the product groups

A user would like functionality to be implemented for the product manager to have a restore option, so they can rollback to previous setups of the product manager groups and categories.
Guest about 5 years ago in Product Management 0

Functionality for the RecentHistory report for quote line records to include recent history of both the division and invoice account sales ledgers

Currently the RecentHistory report on quote line records only includes the recent sales history from the division record. Some users have different sales ledgers set up in their accounting system, and would like the recent sales history of the inv...
Guest about 5 years ago in CRM App 0

Library Preview - add inbox for adding files

Adding an email inbox for the library would be very useful, in that way we could email items to the folders needed instead of dragging them there. In the same way that documents can be emailed to a CRM inbox problems record.
Guest over 2 years ago in CMS App, Websites & eCommerce 0

Filter by product category on quote/sales order

It would make it easier for sales reps to quickly process sales orders by being able to filter the product searching by product category, and to be able to see enlarged product images in the searching.
Guest over 2 years ago in CRM App 0

Import isDefault location from DEAR into CRM system setting first

DEAR requires a warehouse on order confirmation. The CRM has a system setting to specify a default "fallback" warehouse in case one is not populated on a CRM quote. If this CRM system setting is not set by a user (and left as NONE), our DEAR integ...
Guest over 2 years ago in Cin7 Core 0