Have option to turn off search history for all users
In the V73 update the function to see search history for all users was added. However, this isn't useful for us. Could there be a tick box inserted in the settings to turn this feature off if we don't want to use it?
Guest
over 3 years ago
in CRM App
0
Will not implement
Integrate to Cin7 Branch ID for Warehouse Allocation
Currently we do not import warehouse defaults on product records and we cannot set the warehouse upon order confirmation for Cin7 customers. Cin7 calls the warehouse location 'Branch ID' and this is available within their API. We should import the...
Change Default Country within Address Country Drop Down
An international client would like to be able to change the country that appears first within the countries drop down when setting an address. Currently this defaults to the UK.
Currently, there is no way of seeing whether a piece of equipment is assigned on a quote/quote line. This has lead to customers trying to add a piece of already assigned equipment to a quote line, and no search results are displayed. It would be u...
When a supplier is imported from Xero into Prospect CRM the company type is set as customer and not supplier. The account ledger field is populated instead of the supplier account ledger. We need to be able to identify when an account is a supplie...
Change the admin portal user count to use licensed users and not CRM contacts
Currently, the user count on the Admin homepage uses a count of Active contacts in our inhouse CRM. This may be different to how many licensed users they currently have, which can be confusing. This should be changed to count how many licensed use...
Clarify the number of contacts importing to Mailchimp
The mailchimp integration setting shows how many contacts fit the Role code and Country Type criteria, but this number includes contacts that are Unsubscribed or do not have a valid email, which are not included on the first import, so it may say ...
As a user when raising a quote for a customer depending on the customers payment method an additional surcharge needs to be included in the quote. At the moment this surcharge can be included by adding a product line item and manually entering the...
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