Add the tasks feature for Enquiry form. We have one person who triages inbound enquiries and assigns them to team members. Having a task feature on the Enquiry form will allow users to manage their follow ups along with other recalls.
The Task List Report allows an admin user to see the Tasks that a user has outstanding, but it is not possible to run a report currently to see a list of Tasks that have been completed.
Similar to other reports such as Opportunity where you can click on the edit/pencil icon and open a panel to amend the opportunity without moving away from the report. The abiluty to do this on a task list in order to quickly update notes/set a ne...
Add handling around removing components from Cin7 BOM products
Currently we do not handle components being removed from a Cin7 BOM product due to limitations with the data from Cin7. This means any BOM products that have components removed, these will still show as being active components under that BOM in th...
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.
Show the task description within the Task tile. Difficult to locate task description within notes when there has been lots of activity. Needs to be visible at all times
Some of our users have many tasks in which navigating them can be difficult. If a user knows they have an outstanding opportunity for 'Steve' at 'Jam Jars ltd', they can either scroll through their tasks trying to find an opportunity in a sea of m...
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