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Don't show entities that aren't applicable to the customer

Within the CRM you can see integration settings & report entities that are not relevant to the customer. For example everyone can see the Opera setting within the settings centre & the dear inventory report entity.
Guest over 4 years ago in CRM App 0

Match list of currencies to what is set in Accounting/Inventory Management System

Rather than showing full list of all currencies, just show the currencies setup within the customer's integrated accounting/inventory management system.
Guest over 4 years ago in CRM App 0

Update standard document text based on company details

Standard Text is a useful tool on documentation especially when detailing company info that needs to be included on all document templates. It would be great if the customer fills out their company details when they sign up that this is then used ...
Guest over 4 years ago in CRM App 0

Show version history for customiser

At the moment if you wanted to revert customisations made using the customiser on a record layout, you would need to revert back to the original layout. It would be great to show the version history & revert back individual changes rather than...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Update inconsistent ISO country list

The CRM's dba.country table has some inconsistencies with the ISO 3166 country list. For example, for US, we use 'United States of America', Unleashed uses 'United States', but the full ISO label is United States of America (the) Additionaly, for ...
Guest over 4 years ago in CRM App 0 Unlikely to implement

adding new line in the middle of your current lines

When building a large quote, some times you may want to add an item into the middle of a list of 10 lines. In the old system when adding a line you would just set the line order number to 5 and it would put it roughly in the right place. in the CR...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Remove delivery charge from description

A customer has suggested an option in which they can hide the delivery charge off of their description lines on Opera. Currently when using the delivery lines in the CRM the delivery price shows up on the delivery notes in brackets. An option to m...
Guest over 4 years ago in Pegasus Opera 0

Add API/Core Source to created / last updated

It is currently not possible to see whether an update in the CRM was done by the CRM or an external App. This could prove problematic as people built their own integrations etc.
Guest over 4 years ago in CRM App 0

Check before send emails from Registration.Net plugin

The Registration.Net plugin currently makes no checks to see if it should send either a verification or success email. Some customer have strict checks in place when it comes to account creation and do not want to send these emails until these che...
Guest over 4 years ago in CMS Sites 0

Include Link to Record from Recent Object Entity

A few customers who're managers have asked for a user activity report. We have the Recent Objects entity that allows you to view what records all the users have accessed however there is no option to add the record link as a column (like the Notep...
Guest over 4 years ago in CRM App 1 Will not implement