Delete Option within Product Manager for Web Groups
A customer can only delete web groups via the bulk uploader in the admin portal. They would like to be able to delete within the product manager as well rather than just obsolete.
CSG have noted that the account designation (company type) is not as prominent as it could be and would like this to be made more obvious in some way (such as showing more of the colour on the record and also in search results.
Allow configuration of multiple merchant accounts in Sagepay in V6
Lewis Morris at LBS has noticed when taking a card payment for a EUR quote (on a EUR ledger) through the CRM into sagepay, it is taken in GBP and goes into GBP account not the EUR account. This is because it is taken through default currency in sa...
Disallow payment methods depending on Currency Code
LBS have experienced when taking a Euro card payment through Sagepay for the first time it has taken in GBP. They would like to disallow Euro customers from being able to pay by card as otherwise it takes it in GBP to LBS's GBP bank account rather...
Displaying Line Item on Quote Record & Quote Table
A customer used to use the line sequence number within their quote tables. They would like to see the line sequence on the quote record & then for it to be pulled through to the standard quote table search & replace field as an option.They...
Option on search to show obsolete or deleted products
CSG often have to search for obsolete products which they are currently unable to do with the universal search. CSG would like a toggle on the search to allow for obsoleted and/or deleted records to be returned in the search results
When adding grouping to a report, an additional option of 'auto collapse' would be useful, so depending on the report being created via report builder users can choose whether the results load with groups expanded or contracted.
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