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Add handling to Add to Campaign Activity from Company Search reports

Currently you can add companies to Campaign activities from Company reports, but not for the Company Search reports. It would be useful to be able to do this from Company Search reports so you dont need to build any additional reports and keep the...
Guest 8 months ago in CRM App 0

Post delivery charge to QBO on order confirmation

Currently you can use the delivery tab in the CRM to set up a delivery charge on quotes. However we don't use/post this when confirming to QBO.
Guest 8 months ago in Quickbooks Online 0

Template - Send Preview Email include CRM users in allowed recipients

When testing a new email template if you want to send a preview email, the only recipients available are contact within the crm, please can users be added to the list you can send preview emails to, so you don't have to add internal contacts in th...
Guest 8 months ago in CRM App 0

Have a way to report on sub-Quotes and simple Quotes

Currently both sub-quotes and simple quotes show when reporting on opportunities but sometimes it would be good to just see your opportunities (not simple quotes). For reporting it would just help visibility if there was a field to differentiate. ...
Guest 8 months ago in CRM App 0

Adding quote line with keyboard should move through fields left to right

Currently, if you add a product item to a quote (Not using multi-line order entry) you can search for the product and then press enter/tab to add it to the quote. The text cursor will go straight to the quantity field. Pressing tab to move to the ...
Guest 8 months ago in CRM App 0

Weekly Summary Emails - Change Scheduled Day / Time

Users have the opportunity to turn off Weekly Summary emails but they seem currently set to be delivered on a non working day - please can there be an option to define when these alerts are sent out either a company policy or a per user setting
Guest 8 months ago in CRM App 0

Import stock levels by batch from Cin7 Core

Similar to Bins, Cin7 offers the ability to assign your stock to batches. We should support this so that the expected stock levels across all batches can be seen in the CRM.
Guest 8 months ago in Cin7 Core 0

User customisation of email text in templates

Users would like to use the standard company templates but be able to personalise the text to sound more like them, rather than creating loads of templates to suit each user can they have a custom text palette that they can choose from when sendin...
Guest 8 months ago in CRM App 0

Dimensions Pro Forma Creation

When we confirm a quote it creates a Sales Order in Access Dimensions - is there a way to have a flag on the quote screen that says create Pro Forma and then the integration then creates a Pro Forma instead of a Sales Order ? The only difference b...
Guest 8 months ago in Access Dimensions 0

Allow bulk update for Address

Currently you are not able to bulk update via excel for Company address. This would make it much easier to change addresses in one spreadsheet then upload this like you can for most data
Guest 8 months ago in CRM App 0