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Duplicate multiple orders using bulk actions

At the moment, you can duplicate individual orders however using the bulk update button you can delete but not duplicate. There are situations where you need to make several quotes for a solution and the ability to duplicate them all at once in th...
Guest 18 days ago in CRM App 0

Paginate option for large quotes to improve UI responsiveness

Large quotes are slow to load, a system option for paginating a selected number of records on a quote would allow CRM performance to not be impacted by the number of columns or rows on a quote. currently we see performance issues over 200 rows but...
Guest 19 days ago in CRM App 0

Syncing automatically Price Tier field to the assigned price tier in Unleashed when creating Quotes

A customer mentioned that it would be good to have the Price Tier field to automatically get synced to the assigned price tier in Unleashed when creating a Quote, instead of having to select from the dropdown list every time.
Guest 20 days ago in Automation 0

Ability to link problems to campaigns

In use at conventions, a campaign could be attendance at a trade-show, there are tasks associated with attendance, booking space, acquiring materials that are not opportunities more like support tasks. "problems" are a good fit for customer suppor...
Guest 24 days ago in  0

Allow users to create opportunity from opportunities report on a camapaign

It would simplify the process of creating and linking an opportunity to a campaign activity if there was an option on the opportunities page of the campaign activity to create an opportunity. This could populate the source to be the same as the ty...
Guest 24 days ago in CRM App 0

More prominant indicator on quotes/ companies for Sales Ledger closed / onstop / doesn't exist

It would be useful if there was a banner at the top of records (quotes/opportunities/companies) if the sales ledger doesn't exist / is closed / on stop for customers. So that proactive action could be made before realising an issue exists when try...
Guest 24 days ago in CRM App 0

Import multi-buy discounts from Exchequer

Allows the use of multi-buy discounts (eg: buy one get one free) that have been configured in Exchequer to be used in the CRM.
Guest 27 days ago in  0

Better Handling for Bulk Updating Pipelines

If you try to bulk update the pipeline of an opportunity or a problem, the pipeline that you are updating this to needs to contain the status that is currently set on all the records. If one of the statuses set on the records is not in the pipelin...
Guest about 1 month ago in CMS App, Websites & eCommerce 0

Use STK_PRIMARY as primary key on Products for dims integration

Currently we use the STK_CODE field imported from dimensions as the primary key. If you change the stock code it will obsolete the old products and create a new one. It seems like STK_PRIMARY would be a better key to use as it would allow the SKU ...
Guest about 1 month ago in Access Dimensions 2

Flag or warning when confirming an order which is short of stock

When confirming an order, to have a pop up window/flag that there is a stock shortage. Sometimes we come back to an order after a few weeks and stock levels will have changed. Other than the 'quanity available' field on the quote lines, there's no...
Guest about 2 months ago in CRM App 0