Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2667 of 2667

Option for "blank row" in quote tables when there is no product extended description to avoid the word table formatting being messed up

A really nice feature of the Microsoft Word Table formatting is to highlight alternate rows in alternate colours (e.g. light blue, white, light blue, white etc). This is really nice, EXCEPT, when most products have an extended description but you ...
Guest almost 6 years ago in  0

Format of the responsive dashboard values could be improved

The “responsive” numbers on the dashboard sometimes look a bit odd. DAshboards now say things like "£28.03k" instead of £28,030.45 ... You can definitely say £28.03k … but its unusual (and looks a bit weird) to have two decimal places in a display...
Guest about 6 years ago in  0

Converting a Quote Lead mashup to a Lead

It has been suggested that it would be useful to be able to convert a Quote Lead mashup to a Lead later down the line Sometimes, users might come across the scenario where they start off with a Quote (using the Quote Lead mashup) as they think thi...
Guest about 6 years ago in  1

Searching for second half of serial number within main search

A customer would like to be able to search for the second half of a serial number within the main search. Currently the search works based on the beginning of words & not the middle of the word. Therefore, we would need to change the built-in ...
Guest about 6 years ago in  0

Automation manager is now posting to odata but spams when it errors - collect and limit these

I think Automation Manager could collect a list of errors internally and then send as a block. it could also TBH stock collecting examples after 100 errors. The summary could say processed 1000 with 1000 errors, but just post the first 100 example...
Andrew Ardron about 6 years ago in  0

Would like specific view of Opportunity Action Log/Status Change Log

PAR make heavy use of the lead action log to determine its status (and lifecycle) currently (r33) there is no lead action history page where this can be viewed. This can be worked around by adding a report.
Guest about 6 years ago in  0 Will not implement

Account manager / visit planning

CSG use a product called https://teamup.com to manage field sales diaries and visits. This just lets them see who is where, who they are meeting and i think importantly the "objective" of the call. https://www.useloom.com/share/30aa28d17d5e44eba0...
Andrew Ardron about 6 years ago in  1

Partial invoicing in Unleashed imports

Currently we can only update sales orders from Unleashed once the entire item has been placed in a completed status, indicating the whole order has been invoiced. This means in situations where some lines are placed on back order, we won't have co...
Guest about 6 years ago in  0

Remove Option to Edit Notes

A customer would prefer to not be able to edit notes due to integrity of data. Therefore, they would like a system option to allow them to select which users can edit notes within the CRM.
Guest about 6 years ago in  0

Pencil Icon under 'Divisions' Tab on sales ledger doesn't show anything

https://www.useloom.com/share/9da746b167fb40a1b7cedf25cfa45cf8
Guest about 6 years ago in  0