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Open link in new window option

This was an old feature that hasn't been carried over. I prefer to open any links in a new window, as I refer back to both pages.
Guest over 5 years ago in Product Management 0

Product Image Enlarge

Provide a lightbox when hovering over the product image on a product record to show an enlarged view of the image
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Displaying quotation as won/ dead on quote records

When closing a quote as won or dead, the CRM still displays the quote record as "quotation" in orange, see the screenshot of a won quote. Some companies don't confirm their quotes through the CRM and instead must leave them in a won/ dead state. W...
Guest over 5 years ago in CRM App 0 Already exists

Default appointment template for signup database

Since appointments require body text, we should probably have a default appointment template
Guest over 5 years ago in  0

Location Dropdown in Appointment

It would be great if the location field in the Appointment window was a dropdown with the user's address and the record's address as options
Guest over 5 years ago in CRM App 0

Email Preview - have both 'From' and 'To' email addresses.

As can be seen in the picture, having saved an email to the CRM from Outlook, there is only a 'from' email being displayed. I think it would be useful to have both a 'from' and 'to' email address when previewing any email saved into the CRM.
Guest over 5 years ago in CRM App 0

Show admin users on CRM

The My portal has a 'colleague's page that has a column to show at a glance if a user is an administrator or not. This is a useful feature if someone in the company needs to know who their CRM admin is (to change roles, passwords etc). If the My p...
Guest over 5 years ago in CRM App 0

Increase Quote Delivery Notes maxlength

The deliverynotes1 field on dba.quotehdr is set to only 75 characters. Some customers would find it useful to have a larger notes field.
Guest over 5 years ago in CRM App 0

Configure Default Document Group for Users

A customer would find it handy to have an option within the user settings section to select a default document group. For example if you worked in Sales, whenever you went to use one of the Word/Excel templates it would default to the Sales Docume...
Guest over 5 years ago in CRM App 0

Include Totals within Lines Table in Quote, rather than separate table

A customer would like the option to include the totals as part of the lines table featured at the bottom of the table rather than a separate table.
Guest over 5 years ago in CRM App 0