Join Sales Ledger entity to other Sales Ledger entities to
Currently it's possible to build a report that starts at Sales Ledger and then expand to Sales Ledger Stats. However there are several other entities that have useful information in them.
Sales Ledger Cohort (Preview)
Sales Ledger Monthly
Sale...
It would be good to have the ability to widen/shorten columns on reports. I highlight this because Nopac Midlands had a 'notepad' field within a report, and because the report automatically sizes it, the visibility was not user friendly.
In PID: 263713 Malcolm was trying to build a report to show open web baskets from the last month but wanted to not show open web baskets from today because they could still be active. However, I was unable to create this report because there is no...
Campaign Activity Filters Do Not Remove When Untoggled
I have noticed with Maximon Solutions that once you have applied filters at Campaign Activity level to your contact list, even though you have the ability to 'untoggle' them, it does not actually revert the contact list back to its original.
See ...
SmartPhone/ tablet UI to show number and email easier
Phone UI to show number and email easier - some feedback from recent NPS is calling people from the Phone UI is fiddly. I'd say there is a good chance the most common reason users login to prospect on their phone is to contact someone. Making phon...
Need to be able to group documents so to organise and easily find the correct files, some records can have 20+ docs attached and we need to be able to find them easily and quickly. Having them grouped also allows for a smoothly process and journey...
when adding a sales order, there is no recall function like there is for quotes and opportunities. We often require further actions even once ordered. if you hadd it as a quote, it then skews reports to show quotes raised, as it is in fact an orde...
we have recently been forced to switch to the webstie version which is way over complified for what we need to use it for. we are currently looking for another company to use due to the issues that switching over has caused us.
At the moment, the Preference Centre is only available in-house to us, not to customers. It would be great to roll this out to all customers as it's something that they are now expecting to have (our CommuniGator customers in particular, and any f...
You can download emails that are attached to CRM by Save to CRM function, but you can't download email chains that have been sent directly from the CRM. It would help for other members of the business to pick up emails if needed.
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