Xero "daily rate" order confirmation buffer / allocation
As order confirmations could be considered the most important part of day-to-day operations. We might be able to allocate a certain number of transactions for order confirmation in the daily limit. So stop importing invoices for example when we ge...
Currently there is an Standard Industry Code in Sage that is used to manage customers in Sage, and also the same field in the CRM that is set on a Division record. However these are not linked and therefore updates in one must be manually changed ...
Requested by customer who wants to set a flag at Division level that is a subtype of a field on the parent Company level. E.g. a Company type would have a sub-set that is set against the division, rather than the division field showing all availab...
Copy Email Content when using default mail client option
Currently when you click the use default mail client option it just opens a blank email with the contact's email address. It would be useful if it copied the email's content over as well. Especially if you have used an email template.
When previewing a saved email in the CRM, the only email fields visible are the title, From: address, and the email body preview. It would be good to have the TO, CC and BCC addresses as well as the actual document date and date that the file was ...
Pull through quantity delivered for Sage Invoiced Orders
We have investigated this issue & found that we unfortunately loose the order date & quantity delivered from Sage when it becomes an invoice. When an order is converted to an invoice in Sage, within the CRM we delete the order line from th...
We're finding a few customers only want to see B2B customers within the new dashboards. Therefore, it would be good to have a system option to remove individuals from the dashboards. We could do this based on the individual flag.
Guest
over 4 years ago
in CRM App
1
Already exists
0
0
