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Assign multiple users to the same recall/task

A customer would like to be able to assign multiple users to the same recall/task, or add multiple users onto a recall. It's possible they will have more than one user working on an account, problem or opportunity and therefore want the ability to...
Guest almost 4 years ago in CRM App 0

Colour Traffic Light system for Status's

To be able to set colours for the Status's on contracts & new equipment - for example New Contract Draft - Green for go... On hold Amber and Cancelled Red - that way they will stand out more when viewing pending items etc
Guest almost 4 years ago in  0

Report description

There should be an option to add a description to reports. This is useful to have because if a system has a few reports it can get confusing as to what the purpose of each report is. If reports have similar names having a description will provide ...
Guest almost 4 years ago in  0

Bulk delete products in categories CMS

In the CMS you are able to delete individual products out of group. Would be useful if you could select products and delete all at once out of the group.
Deleted User almost 8 years ago in  0

Drag and Drop CMS Editor

Many CMS & EMM editors now are based around an easy to use Drag and Drop interface for deploying and rearranging content and functionality. In comparison, our methods of using the content objects and deploying functionality within them can see...
Deleted User almost 8 years ago in  0

Import Billing Address from DEAR into Sales Ledger Address

Within DEAR you can set a default delivery address & a default billing address. In some scenarios customers have not flagged in DEAR that the billing address is the default billing address. And instead have flagged the shipping address as the ...
Guest almost 4 years ago in CRM App 0

Read-only 'Current Page Argument' filter

With a lot of standard reports in the CRM they are filtered to the current record you are looking at (e.g. the Quote line report on a quote record, or Sales Transactions on a division) by use of a standard filter. It is possible for a user to remo...
Guest almost 4 years ago in CRM App 0

Add Gator Leads Integration

This is a request from current version 6 customers to replicate the Gatorleads integration and providing this information within the CRM
Guest almost 4 years ago in Spotler 0

Hierarchical display of Articles in CMS

Beta Valve have a number of article categories. In the CMS editor when you view articles, it shows them on the left hand side in a date order. Beta Valve would like it to have a sort of hierarchical display, where the Article Category is the 'Pare...
Guest almost 8 years ago in  0

Show Quantity Price Breaks in CRM as Standard

At present, if CRM users want to see Quantity Price Breaks for a customer and a product, they need to look at the stock record in their account system. To prevent screen swapping, build a new standard tab on the product item search screen in CRM. ...
Guest almost 8 years ago in  1