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Be able to upload price lists from csv or Excel

We have price lists for the business (approx. 500 product lines with 4 or 5 price breaks each) and for customers which require us to be updated sometimes monthly.
Guest over 3 years ago in Product Management 0

Unleashed - Confirming an order for a new customer

When confirming an order for a new customer and choosing to create a new customer, there are a number of things that can make the process better, these are: Have the ID automatically populated to be the same as the company name with the option to ...
Guest over 3 years ago in CRM App 0

Renaming Custom fields

Renaming Custom field- It would be nice for search and replace fields to update if the name of custom fields are changed. For example a customer had a field called: 'TEST' to which the search and replace was {LeadXtra.FormTEST}. This field was the...
Guest over 3 years ago in CRM App 0

Selecting the Main image from additional images

A customer has provided some helpful feedback along with an enhancement suggestion. It would be really helpful to simply select a main image from the additional images. This would allow you to easily select between images to keep the items looking...
Guest over 3 years ago in CRM App 0

Auto Populate Customers Phone Number into Sage

The introduction of the phone number on the quotes needs to be enhanced. At the moment this information doesn't populate into our account software. It would be great if this information was automatically filled from the customers contact record an...
Guest over 3 years ago in Sage 50 0

Generate Access Dimensions ODBC when setting up Automation Manager

When 365 Automation manager is set up for Access, we have to manually create the ODBC to connect. This can sometimes be misconfigured to use the same as Access (SQL SERVER NATIVE Client 11.0) when it should be using SQL SERVER. This causes import ...
Guest over 3 years ago in Access Dimensions 0

Add additional option for Default Email Spoke code

There is currently a system option for 'Default Note Spoke Code', which controls the default interaction type that is used when logging notes under records. This is also used for when emails are sent out in the CRM as the default interaction type ...
Guest over 3 years ago in CRM App 0

Connector for Google Data Studio

A customer has asked for a connector with Google Data Studio to build custom reports & dashboards using the CRM data as a data source.
Guest over 3 years ago in CRM App 0

Identify when an Opportunity has been Invoiced

Within PS it is easy to identify when an opportunity has been ordered, by way of processing the order against the opportunity and status updates. Where a separate accounting system is used to dispatch and invoice, it would be so helpful if on PS, ...
Guest over 3 years ago in Integration 0

UI System Options for managing default spoke codes

There are four options for managing default spoke codes for notes, interactions, recalls and status changes in case a spoke code is not set. There is no UI option to change or amend these, so it would need to be done by the support team in the dat...
Guest over 3 years ago in CRM App 0