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When configuring template documents it would be useful to be able to create a copy of a document

So many customers will have the same document multiple times with just slight variations. In addition, with the creation of documents having to be set to a certain level of the hierarchy you might want the same document just with the relevant merg...
Guest almost 7 years ago in  0

STCRM for free users

This would enable emails to be saved from users that aren't necessarily CRM users.
Guest over 3 years ago in CRM App 0

Price List / Quick Quote feature to quickly emphasise our differentiation

Rather than having to do a full quote, have a "quick quote" button on division or contact or lead. I think this is a good suggestion (originally from PEB) just as an "instant" way to demonstrate our integration without having to get into formal qu...
Andrew Ardron almost 7 years ago in  1 Good idea awaiting more votes

When in a division you should be able to see all the notes that are associated with that division, from leads, contacts, etc.

It was really useful in the Desktop CRM when you could see all the notes that had come under a division, whether it be from a sales lead, or lots of differing contacts. When making a sales call you could just click onto the division and get an ove...
Guest almost 7 years ago in  0 Already exists

Search on target ledger to search all of the sales ledger fields

Currently, in the target ledger field on a quote record you can search for the account number. Customers would like this search to search all of the sales ledger fields rather than just the account number.
Isobel Honour almost 7 years ago in  0

Add additional address to global search for leads/problems/quotes

You can set additional address on a problem/lead/quotes and customers would like to search for this additional address via the global search for those quotes/leads/problems that have that additional address assigned.
Isobel Honour almost 7 years ago in  0

A Visits function

I need to be able to log visits against accounts. i.e an Account Manager goes into a customer didn't speak to the DMC but someone else and we need the ability to add notes to the account as there may have been some agreed action points. These woul...
Guest over 3 years ago in CRM App 0

Ability to add quote lines report entity to company level

A customer would like to be able to see the quote lines on a company record rather than just the quote information. By displaying the quote lines on a company record they can save clicks by not having to drill into the quote to view what quote lin...
Guest over 3 years ago in CRM App 0

Change the currency for specific users

Customers would find it useful if they were able to change the currency for certain sales reps that for example only deals in euros. This way they can see their accounts / reports / dashboard in euro and not GBP.
Guest over 3 years ago in CRM App 1

Adding a Discription on image thumbnail in the CMS.

Customer has requested if they could have a option where they could add Discription to the product in the Product image itself as this would make it easier for them to not miss match between similar products.
Guest over 3 years ago in CMS App, Websites & eCommerce 1