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Audio Notes on Activity Feed

Add a possibility to add voice/audio notes for to allow for calls to be added to the Contact records.
Guest over 1 year ago in  0

Add time to Order Date

Order date currently has just the day and does not give the time. Allow choice to set time also, this helps with cut-off times.
Guest over 1 year ago in  0

Filtering Price List when creating new customer account

We have a feedback from a customer informing that it will be a great function to be able to filter out Price list in the Sales Ledger creation when typing the letters instead of manually selecting the preferred options from the dropdown.
Guest over 1 year ago in CRM App 0

Send Company Name, Address, phone etc to Opera

In version 6, if a user updated a field like Company Name, Phone Number or any line of the address. Prompt would appear allowing the user to push that update through to Opera.
Guest over 1 year ago in CRM App 1

Allow Documents to be uploaded via quote to work flow approval screen

Customer may need explicit written permission from a customer when processing orders, in the cases of dealing with government bodies they may need this for traceability in order to show who and why a specific order was generated. Currently, the ap...
Guest over 1 year ago in CRM App 1

Quotes to Automatically 'Close' After Set Period

We would find it very useful if there was an option in our settings to set a specific time period that quotes go to 'lost'. For example, if a quote has not gone to 'won' after 90 days, consider this quote lost. We'd find it very useful for our quo...
Guest over 1 year ago in Automation 0

Give Users the ability to adjust the number of decimal places in the Totals quote table

We already allow customers to choose to what decimal place values on the quoteline in a document template show. It would be useful if this functionality was expanded across all the quote tables
Guest over 1 year ago in CRM App 0

Order confirmation email only to be sent out for quotes confirmed to orders

The convert to order or quotation system setting can now be configured to use select on a per-quote basis if that quote should be confirmed as an order in their accounting system or a quote. When converting a quote at confirmation, the customer ma...
Guest over 1 year ago in CRM App 0

Support/toggle non ADEZ tax codes in Exchequer integration

Exchequer will only apply the tax rate from the parent customer account if it is using taxcode A, D, E or Z, otherwise the transaction line will use the stock VAT code. CRM will always use the ledger's taxcode when creating a quote. As such, we wa...
Guest over 1 year ago in CRM App 0

Order Ticketing (Outlook)

We would find an email ticketing system very useful. We have an email that all orders go to. Would be great if these emails got sent to the CRM and somebody from the orders processing team could 'claim' that order, email directly from the CRM, so ...
Guest over 1 year ago in Integration 0