Auto allocate stock in Prospect when finalising a Sales Order
Integration with Unleashed. The ability to allocate inventory levels automatically after finalising a sales order in Prospect, so that when the SO pushes through to Unleashed, inventory levels are auto allocated. This would allow us to be confiden...
Is there a way of diarising annual reminders for renewal of products or services? These are not supplied under contract, so that approach is not appropriate. This could be by adding a reminder/renewal date against a quote.
As a user if I am setting upsell products it would be useful to be able to see products where an upsell has been added so that I can focus on the remaining products that need to have an upsell product added. At the moment the option is to add a cu...
Search & Replace fields in Word Document not appearing in localised date format
The search & replace date fields are not pulling through in US date format & instead European. They do not take into account the localisation when added to a word doc.
Re-position further down 'Ensure they've Opted In' on Campaign Activity Filter Option
I noticed this immediately when this change went live as I use this area of the CRM fairly often, and a couple of customers have noticed this/experienced the below issue with this.
Since the option 'Ensure they're opted in' has been added to th...
Ability to select a template for activity feed. Similar to templates for email it would be good to have some specific templates for activity where after a sales visit certain info was recorded or after a phone call particular info was added. This ...
It would be useful to have tooltips for the more complex fields/calculations within the CRM, such as stock calculations to explain to the users what the figure shown is calculated on. This will help users of the CRM but also reduce support/custome...
Add the ‘trash’ icon to quickly delete a document as per the quote lines. This will be less clicks compared to using the bulk update facility for one line.
We should add a button in the CRM report builder to allow people to copy to the clipboard the oData query that report is currently running. This is useful doing things such as creating power BI reports or other API related tasks.
Some customers would find it useful to see user activity (such as who has/hasn't logged into the CRM etc). We could look at adding a subscription (additional to user subscription) for our customers to receive a user activity report once a week by ...
0
0
