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Prevent users creating quotes for contacts marked as 'Left Company'

We have users who manage to create quotes for contacts marked as left company rather than creating them against the new contact card. We cannot delete the contact as we need to keep the history but it would be useful to prevent adding new interact...
Guest about 2 years ago in CRM App 0 Investigating

Add an activity at company level and link a contact

It would be great if you could add an activity at company level with a drop down box so you can select the contact you spoke to (or leave it blank if its a generic note).... this would save time going into the company then into contact... Also, be...
Guest about 3 years ago in Automation 1

Update address via Excel

The ability to select the Address fields when updating Companies with Excel.
Guest over 1 year ago in CRM App 4

Discount % field to reflect Unit Price adjustment

In CRM v6, when you updated the unit price of a product on a quote line (e.g. reduce the price), the discount field was automatically updated to reflect the % that the item has been reduced by. This value can then be output to a quote table so the...
Guest 9 months ago in CRM App 0

Display source enquiry on contact record

We should have a field avaliably on contact records, that would link to the enquiry that caused the creation of the contact record. This would allow better traceability of where the contact originated from and any communication that may have been ...
Guest 8 months ago in CRM App 0

Select individual product attributes from Unleashed on a quote

When creating a quote there are several data points that are held under the attributes section in Unleashed that are relevant in a quote, such as case size and brand details. Currently you can only show all attributes in one column which are not a...
Guest 3 months ago in Unleashed 0

Document Templates are a nightmare and need to be improved

Creating document templates in Microsoft Word is painful. Also, many forward thinking companies no longer use MS office, instead opting for cloud based options like Google Docs. It's impossible to get any of our templates looking professional. PLE...
Guest about 1 year ago in CRM App 0

Save Results of Magic Matrix to Excel

A customer would find it useful to be able to save the results of the Magix Matrix to Excel. In the export I would expect to have a column per Magic Matrix Category, name of customer in the first column and then the stage description for each cust...
Guest almost 3 years ago in CRM App 0

Correct Allignment of Address Fields

Correct Field Mapping of addresses when using the postcode finder - currently the address just fills in on the lines but doesnt always allign the city into the city field [it may for example end up in the town field]
Guest almost 3 years ago in Automation 0

Ability to filter by kind of task

The ability to filter by the kind of follow-up task, particularly useful when using custom task kinds. For example, you could filter out general 'follow up' tasks to see only more major tasks. This would be best if a task filter could be applied t...
Guest over 1 year ago in Automation 0