Display Recall Prompt after creating opportunity for recall required statuses
A customer would find it useful for the recall window to display when you initially create the opportunity and it is in a status that requires a recall. Currently, when you first create an opportunity it just has the recall required banner along t...
A customer sometimes finds that the auto saves can catch you out when they have accidentally deleted data inside contact info fields. Would be good to have a restore button to get back the previous entry.
Set a limit to document size and add appropriate warnings
It is currently only possible to store a document up to 100mb. However if you try and import a larger document the system doesn't warn you, it just errors. We should stop users trying this if it is not possible.
Add Date Range Filter to Customers Who Brought X but not Y
A customer would find it useful to add a Date Range Filter to Customers Who Brought X but not Y . For example only sales transactions in the last 6 months.
Guest
over 4 years ago
in CRM App
2
Already exists
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.
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