Some customers do not search for certain items that appear at the top of the list, for example company or division, but search for items such as equipment and it would be beneficial for equipment to be added to the top of the list rather than the ...
When adding fields to templates, you can choose how many decimal places this will show to. However you cannot set this for custom fields, which will show to 4 decimal places. Enable the ability to choose the decimal places for numerical custom fie...
The customisation screen for Single Company and companies under a company group are identical
When customising both Single Company records and Companys that exist under a company group, the customisation screen reads 'Customising Company' for both, indicating it is the same layout. However, these actually correspond to two different layout...
I think it would be good to be able to connect to one note so you can store images and details relating to the sales lead. This can then also be used when using the problem module.
Summary of Accounts Integration data at Company Level with Advanced Ledgers enabled
Presently with the accounts integration advanced ledgers option enabled it is possible to assign multiple SL Accounts to a single Company in Prospect. At the Sales Transactions level it shows all of the imported transactions for all SL accounts ad...
Ability to post an activity against a record without text
Currently, there is a system setting which can be changed to allow users to set a task/follow-up on a record without having to input any text. This is not currently available when simply posting a note against a record. It would be useful to be ab...
We currently only have 5 or 6 drop down for custom fields. Can you increase this to 10? Drop down is a good way to remove data inconsistency such as Dan Murphys and Dan Murphy's
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