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Sales Analysis by Delivery Address

Currently you can only calculate RFM by delivery address, so if you have multiple branches/delivery locations all putting sales through one ledger, the sales values are identical across them. RFM can be calculated by delivery address, it would be ...
Guest 11 months ago in CRM App 1

Allow Enquiry forms to map to custom enquiry fields

Currently on the form you have a small set list of fields you can map to so even if you add a memo field, you don't really have anywhere to put that data on the Enquiry. It would be great to allow the form to map data into custom fields made on th...
Guest 11 months ago in CRM App 2 Already exists

Show last activity on engagement report

On the Engagement section on the Account Manager dashboard, the last active engagement is set to 30 days prior. I would be useful if it showed the actual date of the last engagement.
Guest over 4 years ago in CRM App 1 Already exists

Validation on recall cancellation

The ability for the recall cancel button to ask you to confirm whether you wanted to delete the notes you have added (only if you actually add some notes) would be extremely useful. Numerous times I have written out a significant amount of notes o...
Jordan Edmunds about 7 years ago in  3 Will not implement

Add Product unit description to email templates.

Currently you send an email quote or order confirmation and it doesnt show the product line unit description like it did in V6... Results in many customers replying to check qty's etc etc
Guest almost 2 years ago in Product Management 1

Prioritise Tasks by colour

Currently the task colour that appears next to a task matches the Company Type. It would be much more useful to have it map to Priority or a new field called importance. Might help organise the Task list for each day and see what is more urgent as...
Guest 11 months ago in CRM App 0

Inclusion of tax on individual prices on Quotes and Sales Orders - Australia (GST component)

The price that is entered on a quote line in the CRM is currently excluding Tax and at the moment there is no way to set this so that the price entered in including tax. In Australia by law, we need to show how much GST (tax) is applied to the ord...
Guest almost 2 years ago in CRM App 3

Filters on Quote Chasers

We want to start using quote chasers. However, to do so, we need to be able to filter them going out by pipeline and/or value. Turning it off for some and not others would not work for us.
Guest 5 months ago in Automation 0

Add 'At a glance' and 'Sales Analysis' tiles to company group level

Currently, we only show the At a glance and sales analysis pages on the company level. Allowing this to be visible on the company group level would be beneficial as it would allow for a quick overview on how a group is performing instead of having...
Guest over 1 year ago in CRM App 0

Ability to re-upload campaign activity to Spotler/CommuniGator

In 365 once you have uploaded contacts from a campaign activity, you cannot re-upload them, therefore only allowing you to do this process once. In version 6 you were able to do the mail merge as many times for the same campaign activity. It would...
Guest over 6 years ago in  2 Will not implement