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Duplicate Division Created

A duplicate Division is created in the CRM when a devision is added to a sales ledger to the division on sage.it usually across when a customer creates the division on the CRM and the sales ledger on sage without assigning them which caused the im...
Guest about 4 years ago in CRM App 0 Already exists

The ability to search the problem notepads

It would be great if we could search the notepads in the CRM.
Guest over 8 years ago in  1

A list to show all active and expired PAT and who generated it

PAT offer a way for a knowledgeable user to download data from the CRM leaving no record of their activity. having a list available easily to Admin would allow them to monitor new PAT being generated. Showing the expired PAT would allow a chance t...
Guest about 4 years ago in Admin Portal 0

Provide Link to Sales Order in CRM from Sales Transactions

In the sales transaction page a customer would find it useful to be able to have a link to the CRM sales order record that the transaction links to. You can then look back at this order.
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Additional line on Overseas customer address

Most foreign addresses are quite long and an additional line would be useful to correctly address their shipment.
Guest over 8 years ago in  1 Already exists

Add Priority Column to Problem Search Page

You can assign each Problem a 'Priority' when entering the initial information (or modifying). If there was a Priority Column on the Problem Search page so you could list them in order of priority that would be extremely helpful. Also this column ...
Guest over 8 years ago in  1 Already exists

Company type color to display in reports

When building a report using the Company>Type entity you're unable to include the color assigned to a Company Type. You're able to include the color code but not see the color itself.
Guest over 4 years ago in CRM App 0 Likely to implement

Change Parent on B2C Contacts

We can change the parent for B2B Contacts but not for B2C Contacts. It would be useful to have this feature. For example when a sole trader becomes a limited company and a new record is created for a Company/Division it would be simple to move the...
Guest over 8 years ago in  1 Already exists

Automatically CC the Account Manager into Emails

A trialist suggested that it would be useful to automatically CC in the account manager into emails when operating on a customer that 'belongs' to another user.
Guest over 4 years ago in CRM App 1

Ability to Change Date Range for Pipeline Section of Sales Manager Dashboard

A customer would find it useful to be able to change the date range of the pipeline section of the sales manager dashboard. Currently this just defaults to showing all open opportunities with an estimated close date of this month. During the last ...
Guest over 4 years ago in CRM App 0