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Allow formatting of dates when merging into emails and documents

When merging a date or datetime field into an email or document you cannot specify the format to use. It would be highly useful if you could specify the format so that "Created" for example could be merged as just the date element rather than the ...
Guest about 6 years ago in  0 Shipped

The customer order ref should be on the order confirmation popup

The "Customer Order Reference" field should be available on the order confirmation screen like it was in version 6. Ideally, you should be able to make it mandatory if you want to.
Andrew Ardron about 6 years ago in  0 Shipped

Add Open in Xero / Unleashed links

We are now sending our URL to Xero so that you can open the originating CRM quote from the Xero invoice. This works really nicely. We should have the same in our system (to open the xero invocie and ledger from our system). a) for a confirmed ord...
Andrew Ardron about 6 years ago in  0 Shipped

Add VAT to product lines in email quote table

Customers would like to include the VAT for each product line on a quote table rather than just the total at the bottom of the quote table. This quote table is using the {lines} search & replace field within an email format.
Guest about 6 years ago in  1 Shipped

Change stock by warehouse "Free" label to avoid conflict with available stock

There are two stock fields on the default screen, both called Free, but showing different figures. This is just going to lead to questions/complaints and support confusion. We should make sure that "Available Stock" is labelled "Available" and not...
Andrew Ardron about 6 years ago in  0 Shipped

Let CRM show core integration failures on quotes

Quotes that fail to confirm into Unleashed / Xero should show that to the user
Guest about 6 years ago in  0 Shipped

Unable to set due date in CSV uploader

Lots of customers using CSV uploader will be uploading products with a due date. obviously if there is no specified due date on each line then we should ignore and just assume the quote due date. But, if there is one then we should apply it. Look ...
Andrew Ardron about 6 years ago in  0 Shipped

We shouldnt show the "inbound" column

In the stock-by-date grid the "inbound" column is really just part of the calculation and means nothing to the user. We should remove it from the displayed grid (leave it there for reporting purposes as it can be useful to see this in debugging, b...
Andrew Ardron about 6 years ago in  0 Shipped

Ability to put merge fields directly in To/from/Subject fields in email templates

When creating an email document template, if you try to add a merge field to the to/from/cc/subject fields. The merge field is instead placed in the body of the email and needs to be copied and pasted into the correct field.
Guest about 6 years ago in  0 Shipped

Favourite Products

I was on the phone to the customer and the names of their products were not user friendly, for example 02PVS1.16FHRMQ+1SPA2D10N. This made searching for products in the CRM difficult because its hard to remember the specific name of a product like...
Guest about 6 years ago in  0 Shipped