Be able to search country list drop down when entering and address
When changing or adding a new address manually without using the post code look up, there is currently no way to sort the country drop down list or be able to search the list similar to the status drop downs.
Paul Carpenter and Alan Siggins hate the use of the word Recall and are very happy they are called tasks on the task list. However, the fact that they are called tasks in some places and recalls elsewhere is not good and they want them to all be t...
When an order is place either via the CRM or the eCommerce sites, it would be great if a standard consistent email/document template could be sent to the customer, with a copy saved in the CRM.
Relating records does not make it clear which option is for which record type
When you create a relationship between two records these are determined by what type of records they are. Currently there is no way to see what type of record each relationship is related to when you are selecting the type of relationship. It only...
As it currently stands we only provide UK postcode locality and distance lookup. It would be useful for any customers either working or selling outside the UK to be able to do this throughout the world.