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Trim Exchequer extended descriptions - Trim or Preserve (Trim amended to blank lines only)

At the moment, the system setting "Trim Exchequer extended descriptions" can be set to Trim or Preserve, but either option will affect both the documents and the quote line extended description. Trim - currently removes all whitespace in the Stock...
Guest almost 3 years ago in Integration 0 Shipped

Use templates when replying to emails within the crm

It would be useful to be able to use the email templates within the crm within the reply to email menu. Customers could have quick reply templates set up for their customers
Guest over 1 year ago in CRM App 3 Shipped

Do not set source to unknown on creation screen

We have recently received feedback from customers that when creating opportunities and problems in their workspace that the source field always defaults to Unknown. This field is required when creating an opportunity, but is often missed by the sa...
Guest over 1 year ago in CRM App 1 Shipped

Klaviyo integration!

Klaviyo would be such value add for us to see b2b and b2c customers through market emailing.
Guest about 3 years ago in Integration 6 Shipped

Option to remove convert to quote prompt on an opportunity

Customer with more complex quoting requirements find that the convert to quote screen on an opportunity is misleading. This screen implies that the correct/best procedure is to convert the opportunity to quote. Some customers solely use sub quotes...
Guest 8 months ago in CRM App 11 Shipped

Adding Division/Company Name to Related Tab

When adding a contact to the related tab under a opportunity there are currently only 3 columns which are on display, 'Record', 'Relationship' and 'Comment'. Whenever you look at the related tab you can then only see the contact person, you do not...
Guest almost 4 years ago in CRM App 3 Shipped

Add Quantity Available field to quote table

This would be useful so you can include it in emails to customers who buy products depending on the amount of stock available at the time. Currently the work arounds are a bit long winded like exporting a report each time they make a quote so woul...
Guest almost 3 years ago in CRM App 3 Shipped

Enhance MailChimp integration to show when customer have been sent an email.

A customer has highlighted that the CRM doesn't record if an email has been sent out to a customer through MailChimp. You can see when they have opened the email but you cannot see if they have been sent it without going to MailChimp. Customer has...
Guest almost 4 years ago in Integration 3 Shipped

Turn off Most frequently ordered items

Would be great to have the option to turn off Most frequently ordered items.
Guest about 5 years ago in  20 Shipped

Able to select more than 10 Magic Matrix categories

It will be helpful if customers are able to select more than 10 categories so they can immediately review what they have sold or trying to sell to a particular customer.
Guest about 1 year ago in Product Management 1 Shipped