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Separate transaction type for Product VAT code

If you have two separate VAT Code records, for two different transaction types (P and J for example) then on a product, the Analysis pane shows the description of the first VAT code it returns from the database, which may not always match the acco...
Guest over 5 years ago in CRM App 0

Copy & Pasting Multiple Product IDs into Filter Only Applies Filter for First ID

CSG have noticed that when copying & pasting a load of product IDS as a filter it only applies the filter for the first product ID. For example they would paste in the below & only CP5100U0160 would apply. If you add them individually it w...
Guest over 5 years ago in  0 Will not implement

Functionality to create a contract document template

It would be useful if you could create a contract document template with the equipment on that in a table.
Guest over 5 years ago in CRM App 0

Re-name Statuses in Campaign Activity

Once you've created a Campaign Activity in the CRM and added your Target Contacts, then press 'Upload Contacts', the 'Status' just says 'Unknown' even when the contacts have been successfully merged up to CommuniGator (as shown in video). It would...
Guest over 5 years ago in CRM App 0

New "Accounts Link" field is in some reports but cannot be selected when creating one

I can see in several reports on sales history (e.g. division sales history tab) that we have (at some point during the dev process) added the new field "Accounts Link" - so you do see it here. But, then i think we have, in the released version fai...
Andrew Ardron over 5 years ago in  0

Quote type separation

At the moment, it is a little confusing creating a sales order, quote or a leadquote. It would be good if there was easier differentiation between these when you are creating them.
Guest over 5 years ago in CRM App 1 Will not implement

Copy documents from another record option

It would be useful if you were able to copy documents from another lead/quote/problem from another customer. This is useful for things like drawings that are stored from previous entries and the customer is reordering that item.
Guest over 5 years ago in CRM App 1

Stock By Warehouse negative values to display as Zero option

Can we have the Stock By Warehouse data in the slideover pane to display a zero if the stock available is a negative. This will help when customers pull stock from alternate warehouses instead their default one.
Guest over 5 years ago in CRM App 0

Exchequer- confirming as quote, SQU

A customer has migrated and found the option to confirm as quote is no longer available for exchequer. They rely heavily on this as they use the SOR- normal Selling of physical products where they use SQU for their 'Service department' which handl...
Guest over 5 years ago in  0

Visibility of number of filters applied on Report

It would be good to know how many filters you have applied on a Report - by this I mean within one filter option, it could have a count on the bottom right of how many boxes have been ticked. This would increase visibility for users. Adding this a...
Guest over 5 years ago in  0