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Change Sort Sequence of Country List

A customer would find it useful to be able to amend the sequence of the country list rather than it showing in alphabetical order, as some businesses mainly deal with UK customers for example. Or to default to a country within the countries addres...
Guest almost 5 years ago in CRM App 0

Pop up email into new window when sending

Often when sending emails you want to navigate the record or refer to things in the notes which you currently cannot do without duplicating the tab. It would be nice if after opening the send email dialog there was a button to open it in a new pop...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Ability to create sub folders for saved documents

A customer would find it useful to create sub folders to organise saved documents against a CRM record.
Guest about 5 years ago in CRM App 0

Be able to pull through Division Tax Code in search and replace fields

This would be useful for customers trading internationally who need to outline the Tax Code in their proposals.
Guest about 5 years ago in Automation 1 Already exists

Import product images from Unleashed

Import product images from unleashed as the API allows us to. This will allow customers to pull through these to quotes and the website and will also make searching fro products easier.
Guest about 5 years ago in Unleashed 1 Already exists

Browse products by product group when creating a quote/sales order

Had a request from a prospective client to include product groups when creating a quote/sales order, to assist in locating the correct product.
Guest about 5 years ago in Product Management 0

Product detail and category plugins should return 404 when nothing found

Carl Stuart use /category/description rewrite rule. This was also matching a non-existent javascript file at /js/parley.js. Would be good to for the product plugins to return 404 if sent via a rewrite rather than a search.
Guest about 5 years ago in CMS Sites 0

Updating terminology in the Save to CRM plug-in

If we are updating 'Leads' to 'Opportunities' in the CRM, this terminology should also be updated within the Save to CRM plug-in, this still says 'Leads'.
Guest about 5 years ago in  0

Import Australian States into address line e.g SA, VIC, NT

To help in generating reports based on Australian states for Australian customers like UK customers could group based on area/county.
Guest about 5 years ago in Integration 0

Option to disable Extended description copying over from the product record

Having this option would all customers to either copy the description from the product record; or leave this field un populated. This would leave an empty text field for each quote line that can be used for key information such as installation loc...
Guest about 5 years ago in CRM App 0