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Dimensions Customer Creation frm CRM

When we create a customer manually in dimensions and enter an default address, the delivery, invoice and statement adresses are all set to the same address. But when a customer is created from the CRM integration, only the default adress is synced...
Guest 6 months ago in Access Dimensions 0

More detail in Access CRM Notification alert email

Please can more detail be added to the Access CRM Notification alert email ?For example it would be ideal to see what form the submission is from so you don't need to look at it straight away if it is just a mailing list subscription.Some basic de...
Guest 6 months ago in CRM App 0

Save Quote Lines to Excel Permission

The save to excel permission is global in the CRM - Saving quote lines to excel is something that should be allowed by default to assist in the quick creation of quotes but I can see why exporting data from reports should be restricted seperately....
Guest 6 months ago in CRM App 0

Bulk Create Tasks

The new Task Functionallity is really good but it would be great to use this to define tasks for salespeople from a report, eg get a list of companies within a radius of a postcode or decreasing turnover, select them with a checkbox and create mul...
Guest 6 months ago in CRM App 0

Ability to export individual Problem record

beneficial for the Warranty/After Sales' team to print out the individual report of the respective Problem
Guest 6 months ago in Product Management 0

Update Purchase Currency on product to show currency of the supplier

Currently, purchase currency on a product item just gets set to home currency during the product import. However, you could have suppliers who quote and list the product in their home currency. The currency of the supplier should be updated here i...
Guest 6 months ago in Unleashed 1

Support for currencies with 3 decimal places

There are currencies that use 3 decimal places (eg: Bahraini dinar), the value column on a quote line will always round the value to 2 decimal places and the total of the quote will too. This is essentially showing the incorrect value for these li...
Guest 6 months ago in CRM App 0

Being able to generate a X/Y report

Can input and view more data in a more visual way
Guest 6 months ago in  0

Update Access Dimensions Sort Key Product Filter text to clarify it only affects Price records

Currently the system option for "Access Dimensions Sort Key Product Filter" does not mention that this will only have an impact on price records, and transactions for price records, and will not affect stock items or stock item related transaction...
Guest 6 months ago in CRM App 0

Ability to configure the colour of the icons on the Google Maps on the Company Search page

It could help create a better visualization for locations of the Customers based on their RFM/Company type. This would be helpful for the Sales team on the road or when creating internal reports. It could be configured via the "Configure" option i...
Guest 6 months ago in Product Management 0