Allow for editing of description of orders in dimensions
When new orders are being sent through to Dimensions, the description of the orders comes through as “PSCRM Order ID#....” we should allow for editing of this description.
Pop up text box functionality for product lines in quotation screen
Popup box with personalised text for products that can be seen when the product is added to a quote - i.e. to show current lead times for stock if "ordered today". Perhaps sync'd with Reminder box in Unleashed.
To be able to search on the delivery addresses of other companies in the Sales Order/Quotes
It'll be very useful to customers in several scenarios:1) Ship to a transport company which will then handle the freight forwarding 2) Customers can collect up from a depot 3) Customers can collect from an agency/partner. Sales orders can be creat...
Allow for Opera Cost Price to also include the Landed Cost.
In Opera you can set the Landed cost which it will then add logistics costs to the Cost Price and you can use this for reporting accurate cost prices. Currently we only import the Cost Price and don't take into consideration the Landing cost.
Currently the Enquiry Form editor mappings is hardcoded to a list of fields that doesn't include Summary (Description). Customers would find it useful to be able to map a text field on an Enquiry form to this.
In the event that there are more than 100 notes on an record it is not possible to see more than that other than creating a separate report. Having a "load more" button or having the filters re-retrieve the notes to see notes which are not in the ...
Ability to perform outbound call from Task feature
If salesreps are on the move, this is a time consuming process. Thus, a way to have the number on the task details so that the reps can hit that, as a button, and call directly from there.
Sometimes, customers request an extension for a quote. It would be helpful if the creation date could be updated without having to recreate the entire quote just to change the date.
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