Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2666 of 2666

Add multiple Sales Ledgers under a company one for each Contact

A customer has given feedback that they would like to be able to have sales ledgers assigned on the contact as opposed to the company so that the sales came throught to Katana as being an order under a contact under a company
Guest over 1 year ago in Integration 0

Suggest target currency when changing operating company

Currently when attemtping to change operating company of a quote, it will error if the current currency does not exist under the target opco. To enhance this we could use a modal pop-up to inform the user that the current currency does not exist u...
Guest over 1 year ago in CRM App 0

Add the ability to resequence products in product groups

In the product item grouping import in the admin portal, users had the ability to control the sequence of items as they are able to do via drag and drop. It would be useful for people with large amounts of products per group to be able to do this ...
Guest over 1 year ago in CRM App 0

Give Users the ability to add custom tags to CMS file cache

Users could set a custom tag via cms file cache which would be reflected via the reponse headers of network requests for those files. This could help with SEO
Guest over 1 year ago in  0

Import target contacts to Campaign Activity via Excel

Sometimes customers will want to do more complex analysis on customers than is available via report builder. It would be really useful to be able to specify the IDs of a large list of contacts you want added to the targets of a campaign activity o...
Guest over 1 year ago in  0

System Option to populate landline or mobile phone on sales ledger creation to Exchequer

When creating sales ledgers in the CRM, there is only one phone number field, which populates the landline phone number field in Exchequer, although there is also a mobile phone number field. It would be beneficial to have a system option to decid...
Guest over 1 year ago in Exchequer 0

Set Default Payment Method on Sales Ledger

It will be useful if customers can set "Default Payment Method" to Stripe on the sales ledger so that each quote under different ledgers will default to the payment method set on the ledger instead of the system settings.
Guest over 1 year ago in CRM App 0

Ability to customise buttons on Stripe Payment

On the Stripe payment screen, it will be useful if customer can edit the buttons to show "Pay Now" or something similar. This will allow them to provide better UX.
Guest over 1 year ago in CRM App 0

Allow setting account managers for both Company Group and Companies

I have a different account manager managing the head office of the company and other account managers managing the individual accounts at the moment you are either able to set account managers on Company Group or Companies.
Guest over 1 year ago in CRM App 0

Hide Lapsed Companies from Needs Engagement Tile

If a company is lapsed (or some other type to indicate they are not a potential customer) they shouldn't appear in Needs Engagement as you wouldn't expect to reach out to them again
Guest over 1 year ago in  0