Update Activity area of Sales Order with Payment Receipt for Dear Inventory
A customer has started to take card payments via Prospect CRM and noticed that the activity area of a sales order in Dear Inventory is not updated to say that payment has been received.
Frequently a CRM quote will fail to confirm due to an intermittent/one-off issue, and clicking "retry" will allow it to go through a second time. In order to flag up these and avoid quotes getting "lost" in the CRM, we could look into implementing...
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...
The "Save Document" toggle on the email editor only apples to the email itself, not any attached documents. This can cause confusion for users who expect it to also not save a copy of the attachments (which are generated and saved to the parent re...
More paste option in emails, especially tables from excel
When pasting a table from an excel report into the email body, it only lets you copy it as an image. This is annoying for the receiver of the email as part numbers in the pasted table cannot be copied from there directly. Would be nice to have thi...
Show priceband pricing on Special Pricing page on Company
If you use CRM Special Pricing, you can apply a priceband to a customer account, which is then assigned to a company record. If you then open the Special Pricing page of the company, you can only see that the ledger is assigned to a priceband - yo...
If you write a report and add a group/summary on a summed value the name of that value is really long and cumbersome e.g. "Custom Fields Quantity Total". It would be very useful to be able to rename these fields in the report so they make more sen...
It would be good to have a feature for specific customers, we may want to say contact them every 4 weeks or 8 weeks. I note there is AI that tells us which customers are at risk of not ordering during their normal cycle, but I think this feature i...
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