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Ability to add product to a quote from the product screen

As a user, you might be talking to a customer, looking at products, stock levels, etc. Maybe even discussing a division sales history list, clicking through to the product details. Then, i want to add this product to a quote. I Can obviously copy ...
Guest about 6 years ago in  0

Add the ability to import product info based on product groups in the Automation Manager

Jon from Marlow Ropes has asked if it would be possible for the product imports to be run based on products groups. I.E products in the sales group being able to be imported, The reason why he would like this is that the product import takes 2 hou...
Guest about 6 years ago in  0

Change the attribute manager 365 to user statsflags

Would it be possible to add statusflags to attributes in the attribute manager in 365. I know there are issue with it at the mo, but we've found that if an attribute is deleted it is gone for good. It might be easier the attribute was marked as de...
Guest about 6 years ago in  0

Validate version scripts on build

We can validate that the SQL of all the scripts is valid using the SQLDIALECT function as we have previously done in Upgrade Assistant This will massively reduce the amount of time required for
Guest about 6 years ago in  0

Allow to show web product description in basket plug in

Currently, you can only see the product description in the basket plug in, which will only show the product code as shown in CRM. Vantage House would like to be able to show web product description instead as it contains more information. Can we a...
Guest about 6 years ago in  1

Webhooks should send profile id

We currently hardcode functions to only work for 1 specific profile (which can cause a lot of confusion when testing on dev/qa where the customer has multiple restores) and prevents writing generic webhook functions.
Guest about 6 years ago in  0

Related Or Similar Problems List On A Problem Record

I think that introducing a feature in the CRM on problem records where you could associate a problem to other problems. This could be past problems which have similar issues or maybe problems which need to be done together. I came up with this ide...
Guest about 6 years ago in  1

Select parent shows contacts that have left company

https://www.useloom.com/share/d3688525457c47ed8e911e586dcdd96d Either these should not show, or they should at least be highlighted to show that they have left company.
Guest about 6 years ago in  0

Searching when creating a report or adding a field

When you are creating a report or adding a field to a screen there is a lot of scrolling required and checking of all of the fields on offer to find what you are looking for. It would be great if there was a search so rather than trying to find "o...
Guest about 6 years ago in  0

Allow show current description on search results plug in

Vantage house have a 'By Brand' drop down on their website. In their product manager they want to be able to give all the brands a rich text description which will show under the heading on the website. The plug in that retrieves the child groups ...
Guest over 6 years ago in  0