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Enable a summary of notepads at division level

People are used to having the division level as a summary of everything below. The notepad no longer is a summary and it would be good if we could have one. In the past we discussed doing this, perhaps as another page on the division level which w...
Guest over 6 years ago in  0 Shipped

Add 'Country' as an available field in Enquiry forms

It is beneficial if we know what Country an enquiry is coming from (In an online form) so we can forwardd the opportunity to our distributors as required.
Guest about 2 years ago in CRM App 1 Shipped

Auto Populate Delivery Address settings not visible

The system option for Automatically Populate Delivery Address on a quote is not visible in the CRM settings interface, and can only be configured by editing the option directly in the database.
Guest over 4 years ago in CRM App 0 Shipped

Remove the Mandatory Model Account from Sales Ledger Creation

The idea of model accounts is useful to avoid the sales person having to set the different options for the new customer account, however if there isn't a model account setup the user cannot create a new sales ledger- this would be better as a syst...
Guest over 4 years ago in CRM App 0 Shipped

Additional Record of Accepted Quote

"When a quote is accepted the only audit we have is that there is a Customer Order Reference. Similar to above a note in Activity would give some extra traceability and enable us to answer customer queries “Quote 534073 Accepted online by customer...
Guest about 2 years ago in CRM App 1 Shipped

Have Automation Manager create and manage Sage DSNs

When you create or upgrade a sage connection you also have to create a DSN that matches the DSN name and path in the CRM. It would be easier if the automation manager made/updated the correct DSN for you when it ran.
Guest over 4 years ago in Sage 50 0 Shipped

Add authoriser information and status to quote record screen

SPA-I-1933 is already logged to show an "approved" banner if order confirmation fails, however it would be good to always show the authoriser information on quote-to-order workflows regardless of the approval status and quote status. If a quote is...
Guest about 2 years ago in CRM App 0 Shipped

An option to change the colour / style of the authorisation button

we'd like a different colour/font style for the authorisation buttons.
Guest about 2 years ago in  2 Shipped

Show in the 'Lines' tab whether goods are in or out of stock

Quite often we create quotes and come back to them a day or a week later. It would be really handy to show whether lines are in or out of stock rather than opening each line (which often takes a while to load). At the moment I confirm the quote in...
Guest almost 7 years ago in  0 Shipped

Add search bar to merge fields

At the moment you have to manually search for merge fields but by adding a search bar it would save time and allow you to be more efficient
Guest over 2 years ago in Admin Portal 0 Shipped