A quote has 10 different rows / items and we need to refer to them as items 1.01, 1.02, 1.03 for instance. So we need to add a column that auto sequences to do this. Ideally this would happen automatically. For that you would want either the 'ID' ...
Edit the columns within the advanced product search view
It would be great to be able to edit the columns within the advanced product search view, so similar to how you click the three dots from a report and choose select fields to then choose which columns you have in the report.
We always create a problem under a contact so would like to see this as a fixed option with no flexibility for choice as this would skew our reporting. If tabbing it is easy to choose the wrong option.
A customer adds important order notes to the Dear Inventory customer comments field. They would like these to sync into Prospect CRM so you can see these when placing an order.
data cleansing - we have thousands of historic records and i am having to manually make company groups to then change parent- it is labour intensive and frustrating
additional confirmation when wiping sales ledger field
it is a little too easy to wipe the sales ledger field of a division. We often copy the sales ledger number out of a division to be used in our accounting software and click "None" by mistake, which wipes the number.
an addition confirmation scre...
Add system option to turn off sales ledger creation option
With the new sales ledger creation feature that has been brought in, because it may not be the sales team's responsibility to create sales ledgers, for example, customers may not want to have the sales ledger creation feature turned on so that the...
Option to have all scheduled and overdue calls for due for today
At the moment, you have to go to scheduled calls and every day update for the 'today & older' filter rather than being able to have them all due for today.
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