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Pre-populated Recall Templates

An Alliance Partner thought it would be helpful to have pre-populated recall templates which would be available to choose from depending on the record's status.
Guest over 5 years ago in CRM App 1

Add last updated field to filterable options

It would be useful for customers to be able to filter a report result set by date it was last updated. Handy for viewing results that might have just had a bulk action ran against them.
Guest over 5 years ago in CRM App 0

Display Unleashed Stock On Hand Information In Our CRM

It would be useful to be able to see Unleashed stock levels from within Prospect as there is often a lot of queries regarding the stock levels.
Guest over 5 years ago in Unleashed 0

Maximum Character Limit for custom fields

It would be handy to have a maximum character limit for custom fields e.g. text fields, useful if you know the field is being used for data that has a limited character length.
Guest over 5 years ago in CRM App 0

Disable sending of emails with no body text

If you create a blank email, you are still able to send it, with or without attachments. It puts a row into the MessageQueue table but logs an error and will not send. This is not evident to the end-user, it permanently stays as "Sending..." in th...
Guest over 5 years ago in CRM App 0

Set Default Quantities for Upsell Manager Links

Within V6 Upsell Manager you could set default quantities for certain upsell manager links. For example if you had an alarm system product & wanted to setup a upsell link to a battery & needed two batteries you could set a default quantity...
Guest over 5 years ago in CRM App 0 Already exists

Highlight quote line to indicate that production data is present

It would be really handy if a quote row could be highlighted somehow to indicate that it has production module data behind it.
Guest over 5 years ago in CRM App 0

Add functionality to highlight which division is the HQ

It would be handy to have functionality within the CRM to highlight which division is the HQ at a particular company. Maybe displaying it in a different colour or pinning so it's visually clear. Helpful when you have many divisions under one company.
Guest over 5 years ago in CRM App 0

Join Sales YTD to Contact Entity

A customer would like to create a report which includes contact info, recall date, last update & sales YTD. I managed to include all the required fields but the Sales YTD. Therefore, I have logged an idea to make YTD information available from...
Guest over 5 years ago in CRM App 0 Will not implement

“Manage Products” button

As the new automation manager is going to be used more, A customer has recommended having a button again for “Manage Products” to see a list of all the products like the Old product manager. This Layout is much clearer than the current method of m...
Guest over 5 years ago in Product Management 0 Will not implement