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Attach a problem record to multiple companies

A customer has given feedback that they would find it useful to have a problem record be assigned to multiple companies. For example, the customer and the Courier. This would mean that any notes made on the activity feed of the problem will show u...
Guest over 1 year ago in CRM App 0

Navigation to Service Portal in the CRM

Add a link to the service portal onto the CRM main page, for example via the ? symbol. Currently have to click through via the more resources and very confusing way to access tickets.
Guest over 1 year ago in CRM App 0

Linkable enquiry forms

It would be useful to allow a customer to insert the link to an enquiry form without having to embed it on their site. This would allow them to send out links to enquiry forms in emails etc without having to directly embed it in their site.
Guest over 1 year ago in CRM App 1 Planned

Custom formula fields

Be able to make a field that is a combination of other fields like custom field 1 * custom field 2 or Custom field 1 appended to custom field 2 to allow for further reporting ability, i.e. URL creation based on order numbers or tracking information.
Guest over 1 year ago in CRM App 0

Hard deleting a product in DEAR does not update the product to be obsolete in your workspace

If you hard delete a product in dear on the next product sync this product will not be presented to us to update. This means that the product will remain showing in your workspace, where you have no way to delete it. This is causing confusion for ...
Guest over 1 year ago in  0

Future order date handling from ERP systems

Sales transaction rows with an order date in the future (imported from the connected ERP system) are handled inconsistently. Some procedures/views/reports/panels show them as "in X days", and some ignore them. We should add in a way to track the o...
Guest over 1 year ago in Integration 0

Improve Custom Field Deleting

Currently, to delete a custom field, you need to customise the layout of the record type, go to add a field, expand to custom field, choose 'add custom field', select the type of custom field you want to remove, and then when provided with a list ...
Guest over 1 year ago in CRM App 0

Add a System Setting for auto-populating delivery note

There is a database option for auto-populating delivery note, however there is no system setting for this so it cannot be changed by users.
Guest over 1 year ago in CRM App 1

Add the ability to give title to separate tables

Some customers use the quote line grouping feature to split a quote into separate tables. It would be good if there was a different way to do this so they could have the heading be outside the table and style it that way.
Guest over 1 year ago in  0

Pre warning notification on Data Importer

It would be useful for customers if the Data Importer (specifically creating companies/contacts) would tell you how many records are going to be created by the import. This would prevent a lot of customers from accidentally creating duplicate reco...
Guest over 1 year ago in Automation 0