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Ability to convert a B2C contact to a B2B contact

It would be good to have the ability to change a B2C contact into a B2B contact by selecting 'change parent' or along those lines. Some customers accidentally create B2C ones and then want to change it into a B2B contact.
Guest almost 6 years ago in  0 Shipped

show stock levels in web UI while adding lines to a quote.

We have received an email form Talia who has asked if it would be possible to show the stock level when choosing a product for the quoteline in WEB UI
Guest about 6 years ago in  0 Shipped

Quote approval buttons

There should be an option to only show the approve button for quotes and not have both approve and decline.
Guest about 2 years ago in CRM App 0 Shipped

Trigger email alert when an 'enquiry' is assigned

The new enquiry forms are helpful, but if there is not an alert when an enquiry is added by another member of the team they will just sit un-noticed.
Guest about 2 years ago in Automation 3 Shipped

Have Save to CRM embed images into emails rather than saving as attachements

When viewing emails is it very difficult to follow a conversation with images in as you can't see the images in context.
Guest over 4 years ago in CRM App 1 Shipped

Update CRM Records via CSV Upload

Customers would like to be able to update CRM records from a CSV like you can do with the products export & import. The way this could work is that they can export the data & then make their changes within the CSV, to then re-import this w...
Guest over 4 years ago in CRM App 3 Shipped

Permission to Create Sales Ledgers

Some customers would like to restrict users from being able to create sales ledgers. This could be a user permission that you could grant to certain users.
Guest over 4 years ago in CRM App 0 Shipped

Ability to re-order reports

A customer would find it useful to be able to re-order the sequence of reports within report groups.
Guest over 4 years ago in CRM App 2 Shipped

Mark Accounts as Closed RFM if Closed in Accounting System

The RFM analysis doesn't run for any accounts that have no sales transactions, a customer has closed a few accounts in the integrated accounting system that had no transactions so these accounts appear in the None category. It would be good for th...
Guest over 4 years ago in CRM App 0 Shipped

Users self configure Postcode/Address lookup countries

Currently it is not possible for users to enable other countries to have address lookup and this is something that we need to do for each customer outside of the UK. This should be a setting/configure menu to enable to lookup and which countries ...
Guest over 4 years ago in CRM App 0 Shipped