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Option to change decimal places in quote lines

Customer will find useful to be able to change the decimal places set for certain fields in quote lines such as Value (inc. tax), Value (ex.tax) or Total amount. Currently you can only edit the decimal places for quantity and prices.
Guest about 1 year ago in Product Management 1

Rename "favourite filters" to "pinned filters"

When favouriting a filter, all this does is pin the filters menu to always open when the report is loaded, whether as a report or an embedded report on a page. This isn’t very clear as to what “favouriting” a filter actually does, and there is no ...
Guest about 1 year ago in CRM App 0 Investigating

Allow attachments for automatic emails

Emails sent automatically like the Order Confirmation emails don't include the template attachments or signatures. This would be a great addition just to make emails more consistent for marketing purposes as well as giving them a more personal touch.
Guest about 1 year ago in CRM App 0

Option to set the sales person on a quote to the account manager for website orders

Currently, there is no way to specify in either the Basket plugin or the Checkout plugin the sales person that you would like to set on the basket for web orders. An account manager may also be responsible for chasing and liaising with their custo...
Guest about 1 year ago in CMS App, Websites & eCommerce 0

Create opportunity with no parent when territory restrictions are in place

Customers may wish to create opportunity records in their workspace without a parent if these are opportunities for new customers, and they would like to determine interest and if the customer is somebody who would qualify for their sales. They ca...
Guest about 1 year ago in CRM App 1

Be able to lock Account Managers

It would be useful if there was an extra restriction where you could stop all non-admins from being able to change Company's account manager. Having a User completely restricted as we have now sometimes doesn't work as it's really harsh but if you...
Guest about 1 year ago in CRM App 0

Define Sales Value and Last Years Sales in report builder

Users have started to use the Sales Ledger Stats table to see more information on how their customers have been performing in the report builder. You are able to see both Sales Value and Last Year's Sales in these reports, but the naming is slight...
Guest about 1 year ago in CMS App, Websites & eCommerce 0

Add image(s) as a general note under a company

During client visits we have photos of clients delivery location or showroom we wish to note down for future reference. Also can upload Xmas photos we have with clients so we can recall later. Images speaks a thousand words.
Guest about 1 year ago in CRM App 0

Allow the data import to perform Upserts

Currently the CRM data importer will only perform inserts with the data in the spreadsheet, if these rows already exist (IE product pricing), it will error and crash the import, preventing any other rows from being created. We could enhance this b...
Guest about 1 year ago in CRM App 0

Product sale price not used in pricing procedure for Opera

Product sale prices set directly on the product (not on a pricelist) are imported but are not included in any pricing procedures, meaning it will just default to the products regular sell price, not any current sale price.
Guest about 1 year ago in Pegasus Opera 0