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Add OR to report filters

Currently we can only specify AND in filters, it would be very useful to have the option of using OR
Guest almost 6 years ago in CRM App 1

On the dashboard to show the Sales Managers budget so we can track current orders against budget

No description provided
Guest almost 4 years ago in CRM App 2 Likely to implement

"Login to add to basket" to return to item page

The "log in to add to basket" functionality cannot send you to the product, as it doesn't load a restricted page, it is simply a button to load the "Login" page. This works differently to the "send to calling page" function which is able to redire...
Guest almost 2 years ago in CMS Editor 1

Opera product 'Sale' Prices do not show in CRM

The core Opera pricing procedure does not consider sale pricing for quantity breaks, only the non-sale and single-unit sale prices. Consequentially, neither the CRM nor the e-commerce website will pick up sale prices applied to quantity breaks. Th...
Guest over 1 year ago in Pegasus Opera 0

Allow activity log to be updated manually with selected pipeline stages

We have a lot of detailed stages in our pipeline but not all are required. However, when selecting a status, the CRM Activity Log shows all stages in between the starting stage and the updated stage, even when the intermediary stages have not been...
Guest 10 months ago in CRM App 0

Have option to round sell price on Quotes to the nearest pound

A customer would like the option for the CRM to automatically round sell prices on quote lines to the nearest pound.
Guest over 5 years ago in CRM App 0

Option to not pass Extended Description to Dear Inventory

A customer has their product extended description in Dear Inventory and this is imported into the Extended Description, which is then displayed within the quote table as this includes information about the product for the customer. When the order ...
Guest over 3 years ago in CRM App 0 Investigating

Custom Enquiry Status

Ability to edit the enquiry status' similar to with opportunities and problems.
Guest 10 months ago in Admin Portal 0

Add contacts from Outlook

If an email is recieved in Outlook from someone who you dont have your database (their email does not exist) can we have an option to add that person to the database from outlook, to help contact management. e.g. you get an email from a new person...
Guest over 6 years ago in  1

Notify more than one user about inquiry form

Notify multiple users when inquiry form for website is filled out, so the task is not on one person to assign the inquiry to.
Guest about 1 year ago in Admin Portal 2