Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2667 of 2667

Setting VAT defaults based on the country in the division address as opposed to the sales ledger

A customer has requested the ability to have VAT defaults appear, based on the division level country as opposed to relying on sales ledger. The reason why the customer would like this to be done is they will sometimes quote for customers that do ...
Guest over 5 years ago in CRM App 0

Drag documents in to replace existing documents on a record

Whilst it is possible to edit a document within Prospect it is not possible to replace it with a new copy. Users might edit a copy of a document that is saved in Prospect and then want to replace it with another version they have been working o...
Guest over 5 years ago in CRM App 0

Drag & drop grouped items below ungrouped items

To allow ungrouped item(s) to be arranged before the grouped items. Right now all individual items get moved below the grouped items, and a customer would like to rearrange the order so it makes more sense for their customers.
Guest over 5 years ago in CRM App 0

Clearer visibility of contact having unsubscribed

When a contact has their email flag set to no it's email marketing or other contact it's not easy to see at a glance if a user has unsubscribed. To determine this a user would need to look at recent campaigns to see if the contact unsubscribed. ...
Guest over 5 years ago in CRM App 0

Ability to specify positive/negative/netural pipeline outcome behaviour

i think for a lot of customers, even when a sale is won, you might want to know which stage it got to before being won. I think we should probably just have an option for each pipeline that says "automatically enforce each step in the pipeline whe...
Guest over 5 years ago in  0

Delivery Address max length validation

The delivery address lines should be dynamically validated based on the accounting system. Such that the Delivery address name for Exchequer should be validated to 75 characters but Xero is 100.Currently if the row is too big, it stops the order g...
Guest over 5 years ago in CRM App 0

Discounts based on pack size

I have a friend with a business that sells chilli sauces. If I were to buy a pallet's worth he would give me a better price per bottle than if I bought a box of sauces. We should have some ability to apply discounts based on pack size. If we take ...
Guest over 5 years ago in  0

Related records more info about opportunity status

When relating two records together in the system (Especially lead to lead) it would be great to see the lead status against this in the related tab on records and extra info as this is very basic at the minute
Guest over 5 years ago in  0

Be able to view relevant recall note for the recall set when viewing an opportunity

Currently, you can only see the date and time of the recall set when on a record, it would be good to also display the note which was set with this recall. Once the notepad starts filling up it can be hard to find the exact note you were following...
Guest over 5 years ago in  0 Unlikely to implement

Reduce Space for News Section on Dashboard

A customer would like to reduce the space taken up by the News section on the main CRM dashboard screen. The additional space should then be used for further reporting information.
Guest over 5 years ago in CRM App 1