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Bulk update attributes and bulk delete option

We have thousands of products, and it's impossible to manula add all the atrributes for these in a timely manner. We are creating spreadsheets with all the atrributes and would like to be able to bulk import these ourselves, and delete them by bul...
Guest almost 2 years ago in CRM App 3 Investigating

Remove automatic recalculation of quote prices on changing parent and copy quote, replace with a simple button/menu item

The logic and functionality around recalculating pricing on a quote is inconsistent and confusing, especially when compared with changing parents versus copying/importing quote lines. We could remove any automatic recalculation of quote values whe...
Guest over 2 years ago in CRM App 2 Investigating

Only show products within selected group when editing

When editing a group it shows you all the products on the quote but sometimes you just want to see only the products in that group. Would be good to have a filter to just see the ones that are in the group.
Guest 8 months ago in CRM App 2 Investigating

Upload other fonts to be used in email templates

At the moment you can only use a certain amount of fonts on email templates, however some customers like to use a font that matches their email signature. You can copy and paste it from word but this then messes with the formatting on the template...
Guest over 2 years ago in  0 Investigating

Have product restrictions for website use

Product restrictions are currently only designed for the CRM. It would be a useful enhancement to be able to implement product restrictions on customer's websites so that products can only be sold to specific customers.
Guest over 2 years ago in CMS App, Websites & eCommerce 0 Investigating

Option to create Purchase Order into QB when confirming order from Prospect CRM

A customer tends to create a purchase order straight away when an order is confirmed by a customer. They would find it useful to have the option to create a purchase order into QB when confirming an order from Prospect CRM. Currently they would co...
Guest over 2 years ago in Quickbooks Online 0 Investigating

Ability to create a new contact when you choose 'Select Contact' if working against a company.

Currently, if you were to place a quote or sales order against a division, you get the option to 'Select Contact' if you wanted to send an email copy, but this only lets you choose existing contacts. If it was a brand new contact on the phone, it ...
Guest about 4 years ago in CRM App 0 Investigating

Build an interface for creation and control of promo codes, promotions, offers and discounts

it would be great to have somewhere a customer can go to create new offer lines, much like an editable list tab where they can select the rules. i.e. Promotion type drop down: - apply % discount on prod cat X, - apply % discount on prod code X, - ...
Alex Smith almost 8 years ago in CMS Editor / CMS Sites / Product Management 4 Investigating

Merge Tags when merging a company

Now we have the merge button it would be good for the company tags to merge as well when using this feature.
Guest 12 months ago in CRM App 0 Investigating

Recurring Tasks

A Recurring Task would be very helpful, for example some customers want a call at a certain time each week to palce an order...
Guest about 1 year ago in Admin Portal 0 Investigating