Sales Ledger search on company to search more field
Currently, the sales ledger search when assigning a sales ledger to a company record will only search the display description. This is limiting on what a customer can use to search for their sales ledger, it would be great if we could include more...
in the same way as the obselete product has a warning triangle could there be a way to use something similar to warn users when adding specific products. There could be many use cases eg long lead time, discontinued product with limited stock, pri...
Sometimes a company will have a name that is 2 combined word, eg: 7 Eleven. Some users might search for this by typing in "7Eleven" which would not be returned by the quick search algorithm as this is searched as 1 search term and would not match ...
In the dashboards you are able to restrict which users see which dashboards, we should be able to restrict users from being able to view the Growth Engine in the same way.
Pass product descriptions to Katana on order confirmation
At the moment, the product descriptions are not passed over to Katana. We should update our order confirmation to pass this information over. This is useful if you have customisable products or different variations.
cc all selected users when sharing an item from CRM
If you select multiple people when sharing an item from crm, the other users don't know that it has been sent to other people. eg a request 'please merge this company', sent to 3 admins and they all get a seperate email and no one knows if another...
Allow for the choice between deletion or preservation of sales orders that are no longer in Opera
At the moment when a sales order is archived or deleted from Opera, it is also deleted in the CRM. We should implement a system setting that allows users to decide if they would like to keep or delete the Sales Orders that are no longer in Opera.
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