Apply User Dictionaries To Purchases Tab For Suppliers
Could we make the purchases sub-menu under a company (supplier) have different layout depending on user' dictionary? I had a customer who wanted to have manager view the suppliers name however not the sales people. It would be nice if we could cus...
Use 'Contains' when searching for customer account on a company record
Currently, when searching for a customer account on a company record, this uses a 'Starts With' search for speed and efficiency reasons, however this can make it a bit harder to find the records, especially if they were to start with/contain an un...
In the CRM, emails can be sent without much feedback as to the success of the email being sent successfully, bouncing etc. Ideally, some kind of page at contact level, maybe just the level the email has been sent from to record emails that have fa...
Ability to manually assign awareness from Magic Matrix
Currently you can manually tag awareness from the company record but not straight from the Magic Matrix. You can only add a company to a campaign activity straight from the Magic Matrix to assign awareness of a Magic Matrix category.
Suggested filters list allowing you to filter on the columns on the report
As a user, writing a report, this is what happens:
I want to create a report on say leads. I select the lead entity, i navigate the tree to select a few fields including guttometer and status, I also want company type so i navigate through the t...
In the old PS you used to be able to change the sequence that items appear in the drop down, either with the most popular ones being at the top or if the order sequence was important. You can't do this on PS365
There is an option for showing 'fuzzy' or actual dates on note entries, but the only way to see the times is to hover over the date. A system option to show the timestamp as well would be useful for records with lots of notes, to see the times on ...
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