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Adding quote line status flag to 'Delivery Schedule' entity

A great feature for this table would be to be able to filter the lines by the status in order to identify lines that are active versus deleted.
Guest over 4 years ago in CRM App 1 Already exists

Second Confirmation Pop-up when confirming orders

A customer would find it useful to have the option to have a pop-up come up after pressing the Confirm Order button to confirm you wish to confirm the order through to the accounting system.
Guest over 4 years ago in CRM App 0 Already exists

Option to Not Save Attachments Separately within CRM

Currently when you save an email via the save to CRM add-in with attachments the email is saved & stores the attachments separating within the CRM (see screenshot). A customer would find it useful to have an option whether to store these attac...
Guest over 4 years ago in CRM App 0 Already exists

Change record type from Lead to Opportunity in STCRM

https://www.loom.com/share/1522f7899e124c3fab5ee465555e1f31
Guest almost 5 years ago in CRM App 0 Already exists

System option to Automatically Create Equipment Items when sold

It would be great to have a system option that enabled automatic creation of equipment items when the opportunity/quote is marked as sold. It would seem sensible for the equipment item to be created if a certain opportunity type is selected, as no...
Guest almost 5 years ago in CRM App 1 Already exists

Put Notes from Unleashed Memo to Internal Notes by Default

Customers who use Unleashed tend to have their website product descriptions within the memo field in Unleashed. These website product descriptions will have HTML so can be very long, which can cause issues when confirming orders. Therefore, it wou...
Guest almost 5 years ago in CRM App 1 Already exists

Time Inactive Users Out on CRM after a defined length of Time

Unless the user remembers to close the browser, if they login to CRM on a machine that is not there own, there is no time out. If the user could be auto disconnected after a period of time, some protection would be offered.
Guest almost 5 years ago in CRM App 0 Already exists

Part Number Searching

Similar to https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-483, there is a need to allow for searching the middle or last part of a product code from the universal search and when adding product to a quote/order. An example of this is search...
Guest almost 5 years ago in CRM App 1 Already exists

Add feature to prevent available stock being increased when a purchase order is made with a due date in the past

A customer has noticed that if purchase order due dates are set in the past, or the date it is placed, then available stock increases for the products on the PO. They would like a feature implemented that prevents available stock being increased i...
Guest almost 5 years ago in CRM App 0 Already exists

Default Quote Pipeline

It would be useful to set a default quote pipeline for all quote records, so the user doesn't have to manually select the required pipeline.
Guest about 5 years ago in CRM App 0 Already exists