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Access the Upsell Window Again After Selecting Linked Products

Once you have added the required linked products to your quote record from the upsell window, there is no option from the quote record to access the upsell pop-up again. It would be useful to have a button to navigate back to the upsell pop-up to ...
Guest over 5 years ago in CRM App 1

When restricted by account manager you still have recalls that you no longer can access

If a user has restrictions by account manager (so can only see their accounts), their recall list can still show records that they no longer have access to. It would be handy to notify the admin user when configuring restrictions by account manage...
Guest over 5 years ago in CRM App 0

Add Urgent Message to Product Records

Request to add urgent note feature to product records to make key notes such as stock issues etc stand out for users.
Guest over 5 years ago in CRM App 0

Include Accounts not ordered within Sales Ledger Monthly Entity

A customer would benefit from including customer sales ledgers that have never bought from them within the sales ledger monthly entity. At the moment this entity only shows sales ledgers that have brought from the business at some point in the pas...
Guest over 5 years ago in CRM App 0

Have Editable Prices, Discount & Product Description turned on

When you're new to the system the editable product description, prices & discount on a quote line are defaulted to be turned off. A user needs to click the settings cog within the product section on a quote & turn these on when really it w...
Guest over 5 years ago in CRM App 0

Document attachment tab order and list view not very friendly

When adding attachments to emails it would be better if the New Documents tab was first to allow for quick adding of document templates set up in the system. Also the template list only shows 5 templates with pagination for others. The screen look...
Guest over 5 years ago in  0

Document Quick Preview

There is no way to quickly preview documents without having to open 3 rd party apps such as Word, Excel, Adobe ? In v6 you could expand the preview pane. It would be nice to offer this in the webUI
Guest over 5 years ago in CRM App 0

Editable Unit Sell price on copy quote lines

When copying quote lines from another quote, in the quote grid, can we have the Unit Sell price as an editable item. The Unit Cost already is so making the sell price editable makes sense and would avoid the need to alter the quote once the lines ...
Guest over 5 years ago in CRM App 0

Import Allocated Stock Level for Sage

Within Sage you can allocate stock to allocate quantities of stock to a project or for use elsewhere. This prevents the stock being used for something else. Here is an article on how this works- https://ask.sage.co.uk/scripts/ask.cfg/php.exe/endus...
Guest over 5 years ago in CRM App 0

Add "change company type after x orders"

we have a great feature to change the company type on first order, or on customer lapsing - shown here: https://www.loom.com/share/21b70a44ab654b24b48e949cb754858d But, in wholesale and distribution, there's a big difference between a B2B cust...
Guest over 5 years ago in CRM App 1