If you have two operating companies in the CRM, you may have two different templates to use for customers of each Operating company, at the moment, templates are across all contacts/companies in the CRM. There should be an option to select which o...
Update Restricted Dictionary to prevent access to Purchase transactions.
Restricted dictionary prevents users from being able to see cost price, however the users are still able to see Purchase Transactions if you search for companies that have a purchase ledger assigned or if you create a purchase transaction report.
Allow for users to control imports of Purchase Orders/ Purchase Ledgers
Currently, once Purchase Ledgers are imported in the CRM, they are unable to be deleted. Allow users to control whether these are imported and if they show in the CRM.
Sometimes when trying to following links sent out on emails from the CRM the browser will try to load the tracking links over https instead of http. This can cause issues following the link and prompts the user about potential security issues or S...
Manufacturers often have part numbers in addition to the SKU, this information is stored in our Dimensions stock record but it is not shown in the CRM UI.It would be great to be able to search by MPN or SKU within CRM
The STRAN table holds historic data in Opera which means that the integration is currently missing a large amount of data - we would need to update the integration to allow for this information to be viewed in the CRM.
We should add an option to resize the group tree column in the product group manager. Currently, this can get difficult to manage on smaller screens or when you have a complex product group tree with multiple groups and subgroups. Allowing the use...
You are unable to remove the sales analysis page on a company group, remove access for those on a restricted dictionary, or allow for removal of the tab by users.
Include display fields as part of "Simple Quote Input" system option
Currently, the “Simple Quote Inputs” option will only affect input fields on quotes and limit the decimal places available, display fields however will not be affected and will continue to show all decimal places. We should add some handling to im...
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