Remove search term from product search when adding new product
Currently when you search for a product to add to a quotation it keeps the search term when you go to add the next product for the quotation. A customer would find it more useful for the search box to not include the previous search term as most o...
When a quote is raised it would be useful if the customer could pay for the quote themselves online. Currently payment can be taken over the phone and processed through Stripe. There are benefits to allowing online payment such as: Not having to h...
Within QBC there is a Tags field. This field is not currently included as part of the integration with Prospect CRM. It would be very useful if the Tags field was to be integrated with Prospect CRM. Without the integration customers are having to ...
Add custom format/mask or E.123/E.164 formatting to phone numbers
Currently phone numbers are free text fields where users can enter the number in any format they want. This can cause a range of numbers It would be useful to have formatting/masking of phone numbers to ensure that they are consistent and in the s...
Customers would find it very useful if they could mark an address, as where a contact is actually based. This way they are able to post something to them, and not to all the sites the contact is attached to.
I wanted to create a new dictionary based on the restricted dictionary and remove the sales transaction tab. At the moment there isn't a copy dictionary option so I had to create a new dictionary and remove all the fields that are not available on...
A customer has suggested that it would be helpful to have the option of pinning report headers to the top of our screen so larger repots would always display the headers (Similar to functionality in excel).
Currently you can include the unit description within the quote table search & replace option but you're unable to include the unit volume as well e.g. 20KG. A customer would also like to include this when using the standard quote table search...
Enable Sales Order Header to use Auto Range when importing
Currently there is no functionality to support the importing of Sales Order header using Auto Range, as it currently just loads up all the SOR data and then attempts to import this, which for customers with lots of historical data, will cause the ...
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