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Manage Recalls for Multiple Timezones in one Profile

Some profiles have users in more than one timezone and when you set a recall the times get muddled. If someone in Malaysia (GMT+8), for example, sets us a recall for 09/08/23 and doesn't specific a time then it will come through to UK users as 08/...
Guest over 1 year ago in CRM App 1

Bulk Import Problems via Excel

Uploading 50+ problems will take too much time in the UI , Excel imports save a lot of time.
Guest over 1 year ago in CRM App 0

Use sales rep from account system on sales rep dashboard

Currently the sales rep dashboard pulls figures from the quote that have been raised in their workspace with the sales person that the dashboard has been selected to show the values for. Some of our customer do not always raise their sales directl...
Guest over 1 year ago in Integration 0

Ability to copy web product groups

Customer wants to be able to copy a web product group within the Product Manager.
Guest over 1 year ago in Product Management 0

Audit Logs of system settings.

We have had feedback from a customer that they would like to be able to see a history of who changed what system setting for auditing purposes
Guest over 1 year ago in CRM App 0

Configure horizontal alignment when populating quote tables.

Currently, we override any table settings for the alightment of text in the cells when populating a table in Word, however we only allow setting the vertical alightment (Top, Middle, Bottom), rather than the horizontal alightment (Left, Centre, Ri...
Guest over 1 year ago in CRM App 0

Limit email template dropdown to show certain templates to specific user groups

Give the ability within the CRM to only allow specific user groups or dictionaries to select templates relevent to them in the email template menu. (eg, marketing can only view marketing templates)
Guest over 1 year ago in CRM App 0

Allow for different translations on standard document text

At the moment, if you change the standard document text in a foreign language, this doesn't change the data that the merge fields prevent. Ideally this should render data depending on the language you are using but if not, the different translatio...
Guest over 1 year ago in CRM App 0

Flag a quote with zero value in CRM

Customer wants to make sure that no quotes with zero value is being confirmed on CRM and would like the system to flag the user so they can either approved or cancel the quote made.
Guest over 1 year ago in CRM App 1

Set default email template for use on the 'send' button on quotes.

We have had feedback from a customer about this. At the moment, when you click this button, it uses the default email template, it would be useful if you could set a separate default template for this
Guest over 1 year ago in CRM App 0