Product Suggestions
ADD A NEW IDEA

All ideas

Showing 427

Customer Search engine is Poor

In just an example, my customers name was CJ Phoenix. The search engine would only find, C (space) J (space) Phoenix it would not find "CJ Phoenix" or "CJP" or other variations. The most basic Google search engine is far superior
Guest over 1 year ago in CRM App 1 Shipped

Update Help Link in CRM

This is something Andy has mentioned and would like doing pretty soon if possible as the current drop-down is a little outdated. We need to update the drop-down (as shown in the video below) in the CRM with 5 new options outlined below. This woul...
Guest about 6 years ago in  0 Shipped

Disable merging of company groups in data importer

There is a scenario where: The company group names are the same (but arent the same business/organisation), eg:Schools like "St Johns" or pubs like "The Red Lion". In the data these have the same company name, but different addresses. So, the data...
Guest about 3 years ago in Admin Portal 1 Shipped

Add user restrictions to customer types

Adding restrictions to customer types so users can see certain types of customers but not others e.g. taking calls and adding notes when colleagues are OOO.
Guest about 3 years ago in CRM App 2 Shipped

Change term "recall" to TASK or "to do"

For companies like AndinaIngham that supply stock a recall has negative connotations suggesting product recall.
Guest about 5 years ago in CRM App 1 Shipped

Pop-up Notifying when Customers have been upgraded

A customer would have found it useful to know that they have been upgraded just so they can keep an eye out for new features & if any possible bugs.
Guest over 5 years ago in CRM App 1 Shipped

Minimise the chat screen

the ability to be able to minimise the chat screen rather than have to close and go back in to find again especially if someone is advising step by step how to do
Guest almost 2 years ago in Admin Portal 1 Shipped

Add Quote & Sales Orders to Leaderboard section on Sales Manager Dashboard

A customer would find it useful to also include sales orders put directly under contacts within the leaderboard section on the sales manager dashboard. Currently this only includes opportunities sales person. Therefore, we would need to update the...
Guest almost 4 years ago in CRM App 0 Shipped

Option to Exclude Customers from RFM

A customer would like to be able to exclude certain customers from the RFM & the missing orders alerts section. For example a customer appearing in the missing orders section could be a customer they already know are transitioning away.
Guest almost 4 years ago in CRM App 0 Shipped

Use Unleashed Product/GUID or Obsolete Products from Within CRM

In unleashed API documentation it specifies that the SKU can only be set when creating a product, but clearly you can actually change it later on. We need to rework our integration to use the GUID as the primary key. This is actually quite a bit o...
Guest almost 4 years ago in CRM App 0 Shipped