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Sales Transaction Reporting

Sales Trans tables can have hundreds of thousands of rows. Using grouped reports on this volume of data consumes a high level of database resource for a long period of time, effectively grinding the service to a halt for many minutes.
Guest over 6 years ago in  0

Make the "communications" page(s) clearer, and more consistent

Contact: 1. Put the "Addresses" group into the communications page, just under the Primary contact details 2. so that you can get rid of the Addresses page - no need to have seperate page just for this 3. remove the "priority" and "last updated" c...
Andrew Ardron over 6 years ago in  0

When adding an action other than general note it would be good to see this is in the notepad

Visit (or other type)-You set a recall for Tim Bebbington for 3 May 2018 (a day ago) A customer has reported that they would like to see the type of the action that they set within the notepad. The customer used Visit as the specific example. Th...
Guest almost 7 years ago in  0

Drag Reorder Groups Report Datatable

I want to be able to re-order groups. Example: Group by entity a, group by entity b. Delete entity a, then add entity a, want to be able to move entity a back to being first group, but can't.
Guest almost 7 years ago in  0

Add Extended Description to quote line creation

Logged for Hanlin: Being able to edit the extended description on the main detail page would be useful for when users are at trade shows, the reason being is that if the edit the line to do this the cost price is displayed (and the customer can s...
Guest almost 7 years ago in  0 Will not implement

Be able to filter by Customer Type on Division/Company Search

Would be useful to be able to filter by a specific Company Type when you've searched for something within the CRM. For example, you may know the first part of the company name, but not it in full. Therefore, when the search results come back, it w...
Guest almost 7 years ago in  0

Limit User report builder and PAT permissions

I think many of our customers (especially our larger migration customers) will not like the idea of all their users being able to generate reports - even if we have added other data restriction criteria. Nor, for the same reason use PowerBI or oth...
Andrew Ardron almost 7 years ago in  0

Load email templates from within outlook

We should allow people to create email templates we have in 365 in Outlook. Outlook have themselves released a templates feature, see screenshot. This would be really useful especially if replying to an email in outlook.
Guest almost 7 years ago in  0

Aligning Text & Images within Standard Email Document Configurator

Currently within the document configurator window where you create the standard email template you cannot centre text or images, so having an align option would be great. This would be really handy when creating the email!
Guest almost 7 years ago in  0

Instantly preview images from the notepad

Currently if you open an image in the CRM from the notepad it opens a new window for the document and then you have to preview the document from there. I would like / expect clicking on the image in the notepad to preview the document with an opti...
Guest almost 7 years ago in  0