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Opportunity Vs Lead

We would like the option to customise the terminology "Opportunity" to read Lead in the main Global Search. I understand this is not possible in the current core entity.
Guest over 4 years ago in CRM App 1 Will not implement

Send emails through customer's mail server

Currently CRM emails send through the Sendgrid service, which requires a custom sending domain setting up in the CRM and an addition to the customer's SPF record. It also causes some display issues as emails sent out will sometimes show "sent via ...
Guest over 4 years ago in CRM App 0 Will not implement

Sorting on Global Search

If you have done a global search and have returned multiple records, it would be nice if you could sort by Division Name or postcode to make finding the record you are after easier.
Guest over 4 years ago in CRM App 0

Search Count on Global Search

When using the global search, only the first 5 records are shown, and you need to hit show more to see the set. But you have no idea how many records have been found, you will just keep hitting show more until you reach the end. It would be nice t...
Guest over 4 years ago in CRM App 0

Add Last Quoted Date as Field on Contacts for Reporting

A customer would find it useful to have a field that stated the date when a quote was last created on a contact record. This would be useful when running a marketing campaign to filter a list of contacts by the date that they were last quoted.
Guest over 4 years ago in CRM App 0

Show Order Status on Website

A customer who has our eCommerce website would like to display the order status of customer's orders on the website. I'm assuming this would need some kind of integration to couriers/ accounting system to know if something has been shipped.
Guest over 4 years ago in CMS App, Websites & eCommerce 0

Address Search/Post Code Look-up for eCommerce Checkout

An existing customer who has our eCommerce website would like to see address searching or post code look-ups as part of the standard checkout process for when a customer is filling out billing & delivery address.
Guest over 4 years ago in CMS App, Websites & eCommerce 0

Inserting the Account Manager when creating a Business Contact

When creating a new business contact in the CRM it would be good to have the ability of setting the account manager at this point as appose to once the record has been created
Guest over 4 years ago in CRM App 0 Already exists

Hide Lapsed Companies from Global Search

A customer would find it useful to remove certain company types from the global search such as Lapsed Customers. This would need to be a system option to choose which company types appeared in the Global Search.
Guest over 4 years ago in CRM App 0

Allow customers to customise the opportunity pipeline objectives to add "reactivate" for example

Objectives for opportunity pipelines will become more important with the new dashboard so it would be great to allow customers to customise the list of objectives. For example one for reactivate would be useful to add to the list of objectives.
Guest over 4 years ago in CRM App 0 Will not implement