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Image Drag and Drop in Product Window

It would be useful to include a drag and drop in the product manager. At the moment the only option is to 'browse'. Adding the drag and drop feature would speed up the image adding process.
Guest over 5 years ago in Product Management 0 Good idea awaiting more votes

Stop automation manager mapping drives as system user

If the automation manager maps a drive as the system user this can break the mapping for normal windows users. We are currently setting up automation manager as normal windows users but it would be a really good idea if we stopped automation manag...
Guest almost 6 years ago in Automation 0

Update Division sales ledger UI

It's currently not particularly obvious how you use this screen. It may be better to have a grouped report by operating company where each row has a button to make it the default instead of having to add the row, then change it in a dropdown.
Guest almost 6 years ago in CRM App 0

Ability to only allow 1 entry for 1 specific product on quote lines

It would be great to have some settings where you only allow one entry line for one specific product on the quote. This means duplicates won't occur for that specific product and the user will ensure to put the correct quantity on the one order en...
Guest almost 6 years ago in CRM App 2

Table of Project Requirements for an Email

Izzy, Paul & I have discussed rebranding/changing the style of the Add-on Sales Order Confirmation email. I can easily design this in CommuniGator then send the HTML over for someone to use (I've shown them an example of others I've done which...
Guest almost 6 years ago in CRM App 0

Ability To Search Product Groups In New Product Manager

It would be useful to have a feature in new product manager for searching the products groups. If you have a large number of product groups it can be time consuming to go through the different groups to find the one you are looking for. This is es...
Guest almost 6 years ago in Product Management 0

CRM should show better error when selecting from a table where you don't have permission

Currently you just get an error has occurred and a 500 in the network tab. We should display the actual error 'Permission denied: you do not have permission to select from {Entity}'
Guest almost 6 years ago in CRM App 0

Ability to report on Upsell Products

Customers may want to review and report on the amount of Upsell products which are being selected to add to quotes/sales orders, or even see the value that Upsell products are generating for a business. It would be great to have the ability to rep...
Guest almost 6 years ago in CRM App 0

Ability to preview a document template

From the document template window it would be nice to be able to preview the output using a selected record. I can create a test but it's annoying to create 20 tests and delete them all. Instead we could create a preview output and not save it any...
Andrew Ardron almost 6 years ago in  0

Change Source ID field to a dropdown

We should change the SourceID field to a dropdown on a new quote record. At the moment is a free text field.
Guest almost 6 years ago in CRM App 0