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Improve documentation for using CMS

Many people need to edit a site who aren't developers (and don't need to be) eg adding a temporary landing page, or an information page like a delivery policy page. The CMS is ridiculously unfriendly and hard to navigate. some simple step-by step ...
Guest over 2 years ago in CMS Editor 0

Create contact on account creation for QBC

We currently create the account in QBC with just the contact email address. Provide an option to also pass through other contact information and create a contact agaisnt the account we create in QBC
Guest over 2 years ago in QuickBooks Commerce 0

Populate Sales Ledger Country from Opera imports

Our Opera imports import the two-digit country ID from Opera into CRM in the sledger countrycode field, however all CRM reporting can only use the Country field which is not populated. Could we see if we can trigger an update on sledger any time t...
Guest over 2 years ago in CRM App 0

Additional Description Item Photo

We use the additional description part number frequently because we don't create part numbers on orders until we get the order. It would be helpful to be able to save an image to the quote only for that part number so if I have to resend a quote, ...
Guest over 2 years ago in CRM App 0

Change format of Quote Line Sequence Field

Currency if you add in sequence as a column to the quote table using the new quote table configurator it pulls through as 10,20,30 rather than the line sequence of 1,2,3. We should change it so it pulls through as so.
Guest over 2 years ago in CRM App 0

Develop a global site search tool

A global site search that could search not only the products/product groups (and descriptions), but also static pages (eg "about us", "delivery", "company history" pages etc) would be really helpful. It would also be great if it could search pdfs ...
Guest over 2 years ago in CMS App, Websites & eCommerce 0

Move support Chat into a pop-out window/ add option to move so it doesn't block the screen

When getting help building a report etc it's really difficult to keep the conversation up whilst looking at the filters etc. the chat blocks an important bit of the screen. Would be better if it sat alongside or was in a pop-out window.
Guest over 2 years ago in CRM App 0

Additional product fields for export/import

Please add more fields to be editable via the admin data importer/exporter eg Magic Matrix Category. Any field specific to a product record that is editable in the CRM should be export/import-able.
Guest over 2 years ago in Product Management 1

Unable to use Email Templates from Enquiries

Currently you can send an email from an Equiries but you're unable to use email templates.
Guest over 2 years ago in CRM App 0

Import Tracking Number & Tracking Link from Katana Sales Order

We should import the tracking number and tracking link from the Katana Sales Order.
Guest over 2 years ago in Integration 0