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Add option to delete campaign activities/Campaigns within web UI

Sarah has noticed that you're unable to delete a campaign activity/campaign from the web UI but you can in the desktop app.
Isobel Honour almost 7 years ago in  0 Already exists

Add search to products within a web group

Vgroup found that it can be hard to find products within web groups on the product manager. They have asked for a search functionality by product reference to find products.
Isobel Honour almost 7 years ago in Product Management 0

CMS Registration Plugin could be amazing UX with clearbit

There is a seperate idea for CRM integration, but this would also be great as an option on a CMS registration plugin or forms plugin. https://clearbit.com/
Andrew Ardron almost 7 years ago in CMS Sites 0

Have a link on a division to Companies House Info

Add a field at Division level to hold the Company Registration Number, then allow this to hyperlink to either the Companies House website, or populate a search on the Companies House Website with the Division Name, if there is no Company Reg numbe...
Stuart McLaren almost 7 years ago in  0

Stock or Order Call-Off

It is quite common place in the wholesales and distribution market for customers to order very large quantities up front but choose to either deliver to multiple locations and/or in multiple smaller batches over many months. Supermarkets often do ...
Dan Bryant almost 7 years ago in  2 Good idea awaiting more votes

Support for Sales Tax

Currently the CRM only really support VAT and if we are wanting to expand into the Americas we are going to need to support Sales Tax. It isn't even just about expanding into that market, it would currently prevent us from selling to an internatio...
Dan Bryant almost 7 years ago in  3

No notification when changing parent within Web

We've noticed that when changing a parent, apart from looking at the breadcrumbs, there is no visual message to tell you this action has been completed. A visual pop up would be good so we know when it has definitely been done.
Deleted User about 7 years ago in  0 Already exists

Default Recall to current user when creating

When creating a recall from either a lead or Problem, the list of users defaults to the first user in the list - can it defaul to the user who is creating the recall
Guest about 7 years ago in  1 Already exists

Improved release process and version control for websites

It would be very useful to be able to make branches from the main website for larger projects. Sometimes customers (and ourselves in house) want to refrain from making work live but want to make smaller, more urgent fixes. This can be quite trick...
Deleted User about 7 years ago in CMS Editor 0

Account Restrictions

Need to review the current restrictions available in the CRM. Currently there are no restrictions on elements such as editing the cost price and discount on a quote. Likewise, the ability to restrict records by account manager will be vital for a...
Jordan Edmunds about 7 years ago in  0 Already exists