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Converting text/links to standard font and size when copied into the CRM e-mail editor.

Not particularly urgent but it would be useful to automatically convert text or links that have been copied from elsewhere into the e-mail editor in the CRM to the standard font and size that we use. The text remains in it's original font and size...
Guest over 4 years ago in CRM App 1 Already exists

Standard functionality for having unlisted products on websites

Unlisted products would be beneficial to customers who receive requests for exclusive products/ product kits which aren't standard products that should be available to browse to on the website by any user. This unlisted functionality could be util...
Guest over 4 years ago in CMS App, Websites & eCommerce 1 Already exists

Set Location on Appointments to Division Address By Default

A customer would find it useful to set the location to the division address by default. At the moment the location field is just blank so it would be helpful to auto-populate this with the division address or the contact's primary address.
Guest over 4 years ago in CRM App 1

Admin portal - pre-populate fields if user email exists when inviting users

When users are imported (from unleashed), they're created as User records in the database, typing in their email on the invitation page on the admin portal could pre-populate inputs like the username etc.
Guest over 4 years ago in  0

Unlapse customers based on sales history

Currently unlapsing customers is based on order processed from Prospect CRM into your Accounts/ERP system. Often you might have multiple channels that link to your Accounts/ERP System and put sales into it. If a sale is processed via that channel ...
Guest over 4 years ago in CRM App 0

A browesable Report Library of CRM reports that can be activated via portal/auto installed

Customers sometimes request reports or report tweaks that have been configured for other customers in the past, or are similar to previous requests. An online repository of standard reports to browse and activate on ones own CRM could be useful.
Guest about 9 years ago in  0

Add option to change to year view for Sales Analysis Chart

When viewing the sales analysis charts you might want to view sales broken down by year for a longer term picture. It'd be useful to have a dropdown to change the view from grouped monthly to yearly.
Guest over 4 years ago in CRM App 0

Add Follow-up Section to Pipeline after close

A few customers will use the same opportunity to complete a follow-up once the opportunity is closed. Therefore, it has been won but technically not closed yet. So would be useful to have a follow-up stage after it has been marked as Won for follo...
Guest over 4 years ago in CRM App 0

Default recall user list to list your most used users

People may recall items to themselves or particular users more regularly than others. Why not have a top x listed first, then list all others?
Guest over 4 years ago in CRM App 0

Per-user option to specify default choice of Post vs Recall when replying in Activity

At the moment, when you reply in the Activity details on a problem, for example, the default type is a post. If you're rushing through a list of recalls, this means you may forget to change it to recall and the post is not recalled to anyone's att...
Guest over 4 years ago in CRM App 0 Unlikely to implement