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Auto Upsell

In a distribution business throughput is highly important, and increasing order size is a good way of increasing profitability. We currently support cross selling, must selling and upgrades however we don't have any feature to increase order size ...
Dan Bryant over 5 years ago in CRM App 0

Add Minibasket popup to split quote line functionality

If you use the Split Quote Lines by Date functionality of the CMS basket plug-in, you do not get the minibasket pop-up as the quoteline adding process goes through an interim step. Could the CMS basket plug-in be amended to show the minibasket bub...
Guest over 5 years ago in CMS Editor 0

List the "standard text" search and replace fields in the "Additional Fields" box

When creating an email, you get "Quote Lines" listed in the "Additional Fields" box. you should also get to pick search and replace Standard Text blocks from here too
Guest over 5 years ago in On-boarding 0

Save to CRM showing status of leads while saving

When using the new save to CRM it would be really nice to be able to see the current status of the lead which this is being saved to. This will also help users differentiate between leads if there are multiple saved within the CRM some might be ol...
Guest over 5 years ago in Other 0

Add DLL version to int_schedulerun

The DLL of an import extension is included in the Automation Monitor emails, but is not stored in the database anywhere. This would be useful so we could easily see if people are on the latest version, or if imports are running in multiple places ...
Guest over 5 years ago in Automation 0

Automation Manager error should store which importitem failed

It would be useful for int_message to have a column of which importitem (section of the import) was running when the error was logged.
Guest over 5 years ago in Automation 0

Tags should be stored in the database

Tags added to notes should be stored in the database, so when users begin typing it should suggest ones that already exist.
Guest over 5 years ago in CRM App 0

Amend the Billing Section on the admin portal to show 'Something'

At the moment, if you select 'Billing' on the admin portal it just displays an error. It would be better if we either remove this section or provide a 'Coming Soon' message. This seems to only affect customer paying by credit card (not on account...
Guest over 5 years ago in Admin Portal 0

STCRM- Not able to save an email before you send

In the new version of STCRM you are unable to save an email from the email creation window. You now have to send the email and then go to your sent items and save from there. This has added a few clicks into the process. https://www.loom.com/s...
Guest over 5 years ago in CRM App 0

Unleashed setting sales price tier when creating sales ledgers

When creating a sales ledger for unleashed it would be very helpful to be able ot place them on a tier. This means you would create a sales ledger in the CRM, then wait for the ledger to end up in unleashed to set sales price tier before going bac...
Guest over 5 years ago in Unleashed 0