Automation Manager to send notification when a process stops working
For example the order confirmations process stops working on occasion and it can take an hour or more for someone to realise that orders aren't going into exchequer. If a process fails to run, it should send a notification email to let us know and...
CRM has no way of distinguishing between an original invoice and an original invoice that has been amended (i.e. client has had a change of mind). An amended invoice will be imported as a new sales transaction which is a big problem on data analysis
Option to not show pinned notes in division notepad from child records
When setting pinned notes for a lead or problem, and you have the option to consolidate notes at division level turned on, the note also appears pinned on the division notes. If we could have an option to not show pinned items from children, then ...
Please could I put forward a suggestion for the new Web UI interface. When you search for a person or division/company any quotes or leads seem to be ordered from oldest to newest. In instances where people have multiple quotes open it can take so...
to be able to add a like or comment to a note , so that the person who wrote it gets a notification. useful when training to highlight something that is good or needs addressing.
It would be very useful to have a report to show any products that have not been bought in the last year. This isn't currently possible/easy to do using the standard entities in the report builder so we should consider how this could be possible a...
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