Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2667 of 2667

Swapping sales analysis graphs to have 'by order' on the left and 'by month' (invoiced) on the right

In a division under sales analysis, it would make more sense to have the graph showing orders first and then invoiced orders second.
Guest almost 5 years ago in CRM App 0

Add task/recall on division

Division shows account information so you can then add relevant notes and follow up on stats from a division record. Good if you just want to check up on this internally as well instead of contacting customer.
Guest almost 5 years ago in CRM App 0

Show the top 5 global currencies at the top of the base currencies list, then alphabetically list after that.

When changing the base currency under the Operating Company section in settings, the list can only hold 50 options, so popular currencies like US dollar are not visible, they must be searched for; but this is not obvious and looks like a bug.
Guest almost 5 years ago in CRM App 0

Add RFM Tag of 'Not yet a customer' for example on Prospective customers

In the new RFM categorisation on division records for 'At a Glance', it has their segmentation. Perhaps for Prospects there should be a 'Not yet a customer' tag or something of the like to easily distinguish for sales people dealing with new and c...
Guest almost 5 years ago in CRM App 0 Will not implement

Disable CMS send email plugin error message if arguments not sent

Currently the send email plugin is designed to only ever be accessed when an email is being sent. Customers have found that if they add the plugin to a page that is not always accessed from a send email form, the plugin outputs an error message s...
Guest almost 5 years ago in CMS Sites 0

Review terminology on credit limit warning

When a quote is credit and confirmed, if the account is over their credit limit or that order will take the over a warning is displayed. At the moment it reads 'this quote is x amount over credit limit'. Should it read 'This customer is x amount o...
Guest almost 5 years ago in  0 Likely to implement

Be able to re-add deleted pages in customisation

In this case, it was to re-add the Related Page in the CRM without re-writing the current customisation on the Dictionary.
Guest almost 5 years ago in CRM App 0

Auto-Orientation of Images (Attachments)

Re-orient image files on thumbnails/previewer. Most operating systems do this so it's causing users to believe Prospect is re-orienting images incorrectly on it's own.
Guest almost 5 years ago in CRM App 0

Cancel CRM quote to cancel the accounts system order

The CRM has the ability to push orders into the Accounts system via the "confirm" button but once it is confirmed, this is where the link ends. The CRM still has a "cancel" button on confirmed quotes, but this does not cancel the order in Accoun...
Guest almost 5 years ago in CRM App 0

Leaving 'Order Due Date' on quote/sales order blank so user has to fill in a date.

Request from a customer to remove the default order due date of today on a quote or sales order, so the user has to input the correct date.
Guest almost 5 years ago in CRM App 1 Already exists