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Option to search by customer account name and not just by customer account ID for Target Ledger

When quoting and searching for a target sales ledger a customer would find it useful to be able to search by the company name rather than the sales ledger ID.
Guest about 4 years ago in CRM App 0

Include conditional formatting on reports

It would be good if conditional formatting could be applied to reports. For instance you might have a report of all customers and then you can choose to highlight just those customers where the account manager is Joe Bloggs. The user could be give...
Guest about 4 years ago in CRM App 0

Pay invoices using Credit Card

LBS would like to be able to take payment for specific invoices or multiple invoices over the phone through Sagepay. They have said they are willing to pay something towards this if that could get this developed sooner.
Dan Bryant about 8 years ago in  1

Ability to tag multiple Divisions or Companies in Activity

When adding activity regarding multiple contacts under a specific Division , it would be beneficial to be able to tag or duplicate this activity in each specific Divisions records. Example: " I met with Chief Smith from Newark, Chief Wills from Be...
Guest about 4 years ago in CRM App 0

Making report clearer regarding period reported on

Hi instead of saying "Last Year" which is open to interpretation, could we change reporting period to "Current Year" (Y in accounting terms) and then have "Last Year " mean the previous accounting period (Y-1) this would make more sense when we sh...
Guest about 4 years ago in  0

Show Product Purchase Orders from Unleashed

A customer who uses Unleashed would find it useful to see the purchase history within the CRM regarding product purchases from suppliers. The customer would like to see when the products were purchased and when the products are due in stock.
Guest about 4 years ago in CRM App 1

Able to Download Copy of Invoices

A customer would find it useful to be able to download copies of invoices straight from the CRM. This has been suggested for Unleashed and Xero.
Guest about 4 years ago in CRM App 1

Filtering Document Templates by User Dictionary Permissions

The basic idea is to be able to set document templates so that certain users/groups cannot see and use them. This would be helpful within the CRM as it means that only the relevant teams have access to certain documentation, like only the sales te...
Guest about 4 years ago in CRM App 0

Improve the tags functionality in CMS

Tags are currently just entered as comma separated. we should use a control like the aha one that adds them in a list with an x to remove them, and clearly stores a list in the background to help you use more consistent tags
Andrew Ardron about 8 years ago in CMS Editor 0

Importing Status Flags for Deleted Credit Notes

This is in response to customer feedback about credits that have been deleted within the accounting system still show as active within the CRM. Currently, there is no solid way to remove these from the system as imports just bring them straight ba...
Guest about 4 years ago in Integration 0