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Being able to instantly see which products are live and not live on CMS website via product manager

I went to visit a customer last week and they had a good idea whilst I was showing them the product manager. It would be great to see which products are live/not live on the website and what pages they appear on whilst looking through your product...
Guest almost 6 years ago in Product Management 0

Tidy toggle formatting - Quick/Minor formatting fix

In this page, there are on-off toggles after each option. They work find so this isnt a bug. But, when there is more than one option, with an on-off toggle, then the layout is messy because they are all out of alignment. it would probably be bette...
Guest almost 6 years ago in CRM App 0

Ability to manually set schedule dates for quantities

the system will schedule delivery dates based on the availble stock, but a lot of people will want to be able to set these manually, or to adjust the ones being offered.
Guest almost 6 years ago in CRM App 0

Add 'Marketing Source' Drop down to the Lead Creation Window

Include Marketing Source selection field on the lead creation window to ensure this data is captured and not missed off when a lead is created
Guest almost 6 years ago in  0

Option to include line number in quote lines table in documents

When configuring a quote table for merging into a document, it would be useful to have an option to output the line number (sequence).
Dan Bryant almost 6 years ago in CRM App 0

Update materialized view when quote confirmed

When a quote is confirmed you cannot immediately search for that quote using the order number as the materialized view is not immediately refreshed.
Guest almost 6 years ago in CRM App 0 Will not implement

Ability to change the order that linked products appear on upsell

The order you add the products, doesn't even change the order that they appear in Upsell https://www.useloom.com/share/b88d3ae6b0e3478292e15a96d562b4ed
Guest almost 6 years ago in CRM App 0

Tasks Bell icon should be a toggle

Currently clicking the bell opens the Tasks list.If it is already open, clicking the bell again hides then reopens the Task List which looks odd. Clicking the bell again with the list open should either do nothing, or close the list (making it a...
Guest almost 6 years ago in CRM App 0

Adjust height of rows in reports if column is too narrow to display full field

Sometimes when you're on a report such as when adding lines to a quote (especially on a smaller screen) the columns adjust automatically which means you can't see the full product description of a quote without going into the field and scrolling a...
Guest almost 6 years ago in CRM App 0

Copy quote lines to include financial information

When using the copy/paste lines functionality you are given the option to adjust each element. It would useful if the copy/paste also carried over the cost/sell price with it as well. Perhaps the option to reset cost/sell prices would also be bene...
Guest almost 6 years ago in  1