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Apply Filters to Graphical Reports in Dashboards

A customer would like to be able to apply filters to the graphical reports within the dashboards. For example you can filter the reports that run behind the graphical reports by clicking 'See more' and applying filters, but this doesn't then updat...
Guest over 4 years ago in CRM App 3

Automated task creation when action is preformed

An example of this is every time I create a SO I follow up 10 days later to ensure they received everything and there are no issues. If the system automatically generated this task it would significantly reduce the chances of this being forgotten ...
Guest over 2 years ago in  1 Investigating

Auto Refresh for CRM system

All of us get caught out by looking at old data on the CRM System, please can there be an option for the page to always refresh when you bring something to the front of the main window or perform an action to an item. Many people don't realise tha...
Guest 8 months ago in CRM App 0

Allow a custom template to be set for internal order confirmations

Some orders require additional details when being processed, and allowing these to be set as part of a custom template that is fired on order confirmation to notify the relevant members of staff would be more efficient. Currently the internal noti...
Guest over 1 year ago in CRM App 1

Add Granular User Security Restrictions to CRM

There doesn't seem to be any admin control for granular security in CRM, any CRM user can access anything, although it cand be considered useful information why does every user need to access purchase information for your suppliers, the marketing ...
Guest 9 months ago in CRM App 1

Address Auto Populate Into Correct Fields

When creating a new business contact and inputting the Main address for this contact, the lines the address is on does not auto populate into the same lines when creating a Sales Order for the same contact. For Example; On Main address "City" is o...
Guest almost 3 years ago in Integration 1 Already exists

Sending and saving emails on a contact to be marked as active engament / or cascade a last activity value

Currently when sending email on a contact, problem, quote or opportunity the last active enagagement field is not updated on the parent company record. I believe that this should be updated as if you are corresponding and sending emails out to a c...
Guest over 1 year ago in CRM App 3

In document templates - have the ability to set the 'To' recipient to a certain email address

We have a document that is emailed to our workshop after a customer places certain orders. Quite often the sales team member forgets to change the 'To' to an internal email address rather than the customer's and the work doesn't get completed as t...
Guest about 3 years ago in CRM App 1 Investigating

Support Margin being applied to delivery charge

We do have some customers who are applying a margin to their delivery charges. However, currently we do not support applying a margin on delivery charges. At the moment, we assume that the cost price = sell price of the delivery charge on the quot...
Guest 11 months ago in CRM App 0

Add Recent Purchase Price to Quote Line Entity

A customer would find it useful to be able to see the recent purchase price of a product on the quote line. At the moment you need to navigate to the recent purchase product search to view this information when quoting. Rather than going to this d...
Guest over 4 years ago in CRM App 2 Good idea awaiting more votes