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Change Notepad Edit button tooltip and icon

The Edit button on each notepad entry has a Spanner icon and a tooltip of "Notepad settings". This is unclear as it implies it will open the Settings slideout section. It would make more sense if it was a Pencil icon and the tooltip was "edit note".
Guest over 5 years ago in CRM App 0 Already exists

Change the notepad search options in report builder to allow to linking to the correct object type

I would like to be possible for us to to be able to choose the two other object types to link to the problem table in the report builder. if there was a way to have the system look at the object type and then decide based on that the record we cou...
Guest over 5 years ago in CRM App 1

Ability To Order Quote Lines Alphabetically Based On Product ID

A free trial customer has suggested that it would be a good idea to be able to order the products on a quote line alphabetically. We could set it up to work like the filters on a report, I.E. you press on the product ID title and it reorders the p...
Guest over 5 years ago in CRM App 0

Option to Add Additional Column

Provide further column options on the main search results (such as company name against division, sales order reference against a quote)
Guest over 5 years ago in  0

Centrally managed document template content

Most documents have some content that is required on all document templates (such as T&C's). Having a centrally managed location within the CRM or externally to manage this content which can then be applied to all (or some) documents.
Guest over 5 years ago in CRM App 0

Add order date timestamp to CMS plug-ins

Currently CMS plug-ins do not set the time on "waiting to be confirmed" orders, just the date, and the time is set to 00:00. It would be useful if this was consistent with the CRM and would make it easier to report on for things like next day deli...
Guest over 5 years ago in CMS Editor 0

auto refreshing the homepage

We've had a suggestion that the homepage should reload whenever you go back onto it. For example if you're in a recent record and hit the 'CRM' log or go back a to the home page the page doesn't refresh. You have to manually refresh to get the lat...
Guest over 5 years ago in CRM App 0

Populate Last Invoiced Field On Sledgers For Unleashed Customers

Following PID:266394 I investigated if the last invoiced field is populated with the Unleashed integration. JJ looked in the code and confirmed it does not get populated. I looked at the customers end point in Unleashed could not see any fields wh...
Guest over 5 years ago in Unleashed 2

Validate the order and get the user to fix it before confirming

Probably should validate the order when the user presses the button, and get them to fix it before confirming the order, not sometime later.
Guest over 5 years ago in  0

Retry button on 'unable to confirm quote' should have a spinner

When you confirm an error and it comes with the 'unable to confirm quote' banner, the patch is doing when you press the Retry button takes a few seconds and you don't know if it's doing anything. We should add a spinner as we have on other buttons.
Guest over 5 years ago in  0