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Deadletter email report/area

If you use the automatic forwarding to CRM inbox then there isn't a way to see any emails that weren't saved. It would be ideal if there was a list or report which showed the time and email address for an email that wasn't able to be saved to a re...
Guest 11 months ago in CRM App 0

Cancel Quote to cancel opportunity

For the Simple Quotes, if you press the cancel button it won't then cancel the Opportunity which means it will still show on the 'Open Opportunities' tile on the dashboard. If the record is a Simple Quote then cancelling the quote should also canc...
Guest 11 months ago in CRM App 0

Add a report/cube for Customers who have bought X but not Y for magic matrix categories

Currently we have a "Customers who have bought x but not Y" report for products, allowing them to quickly and dynamically check which customers have bought certain products but not others. There is no standard report for this that makes use of Mag...
Guest 11 months ago in CRM App 0

Option to mark address as require on a company record

With new members of staff particularly those who are customer facing, where they do not know better, records are being created and left incomplete, therefore it is diluting our database with records which are unusable when trying to do campaigns e...
Guest 11 months ago in CRM App 0

Add Documents against a Product

Drag and drop adding of documents (PDF for example) against a product rather than having to link from the Library
Guest 11 months ago in CRM App 0

Goals for sales reps

There could be multiple points of contacts at a company, which may cause any one of multiple sales people to confirm an order. At the moment, this will be attributed to the account manager's figures in the Goals dashboard. Allowing goals to be set...
Guest 11 months ago in CRM App 0

System option to make delivery charge mandatory

Some of our customers require a delivery charge on their orders. This could easily be missed by their sales team. Having an option to mark this as required and prevent any orders being confirmed without a delivery charge would help to prevent this...
Guest 11 months ago in CRM App 0

Use SEO Url Handle with groups CMS plug-in

The SEO URl Handle field on a Product Group in the CMS isn't used by the Groups plug-in, as this plugin is client-side and doesn't have access to this data in the CRM. It would be good for the CMS plug-ins to be able to use this data.
Guest 11 months ago in CMS Editor 0

Import Product Item Supplier information for Sage

Currently there is no import section for Sage to import Product Item supplier information, like supplier SKU or cost information. We should add this section to improve the reporting ability of our users and enable them to see product supplier info...
Guest 11 months ago in Sage 50 0

Import Sales Status into Sales Order header

In Dear a sale can be in one of a few statuses (https://dearinventory.docs.apiary.io/#reference/sale) but we do not currently import this onto sales order header. Importing this would allow the sales reps a better view of the orders of their custo...
Guest 11 months ago in Cin7 Core 0