Add an option to the lead drop down admin tables for a 'default option'
Specifically for the Lead analysis dropdown, add an option to mark a drop down selection as the 'default' selection, ensuring there is always an entry selected rather than 'None'.
Documents can sometimes be edited by multiple Prospect users.
Currently once a document is saved in it is not possible to go back and view the history of changes. It would be useful to be able to view the previous version of the document.
Obsolete Sales Transaction Data that has been deleted
A customer had deleted a invoice in their accounting/inventory system but it still appears on the division sales transactions. They would expect this to not appear within the sales transaction page but understand why these data shouldn't be perman...
Be able to report on if a customer hasn't ordered in the last x days
At the moment you can't build a report to show you which customers haven't ordered in the last X days. You can use the Sales Ledger by Month entity to show the value ordered for each calendar month but you can do in the last 30 days. Would be a us...
It has been suggested that when sending a Quote to someone, you may have the scenario where someone else has asked for a copy of that Quote (either from a different Division or another Contact at the same Division). This is common in scenarios whe...
Unable to import products if the product category doesn't exist already
When using the Import data management tool to import product items you can't import products if the product category hasn't already been created in the CRM. This import would work OK for customers who have the product categories already setup.
Create Individual Records for B2C eCommerce Orders
Some customers have Shopify linked to Xero & if we turned on the missing customer import, these orders would then be shown within the CRM. However, some of these may be just B2C orders so it would be good for the missing customers import to cr...
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