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Be able to deselect an option in Preferences on Communications page

It would be great to have the option to toggle all Preferences off e.g. they've not said 'yes' or 'no' to receiving these types of comms. At the moment, if you toggle 'yes' or 'no' on any of the options, you can't deselect them (or select all). Th...
Guest over 6 years ago in  0

Default Warehouse For Products Set Depending On What Warehouse the User Is From

I have raised this enhancement based on a suggestion from Sarka at Rotec Hydraulics, referring to ticket 263109. Sarka from Rotec has asked if when a product is added to a quote, the default warehouse for that product can be assigned based on wha...
Guest over 6 years ago in  0

Report Dropdown Component

Some forms that customers have in their v6 crm contain fields that are a list dropdown. Currently to achieve this the drop down list must be converted to a view and then a foreign key must be set up so that the CRM converts it to a dropdown. If we...
Guest over 6 years ago in  0

Add Entity Selector Component

Lots of fields are simply a key to another entity. We don't currently have a component that can simply choose an entity and populate a field. The closest component that we have is the parent selector which by default only populates the specific an...
Guest over 6 years ago in  0

Changing of wording in User Set Up

When you set up a 365 user you need to ensure the 'CRM User' button is selected. However the wording under this tick box is 'This role grants users the ability to access the CRM Desktop Client'. Are we able to remove the 'Desktop' or change it to ...
Guest over 6 years ago in  1

Pop Up notification for recalls

CSG would like the recall/tasks to notify when action on a recall is due (when a specific time is set on a recall such as 1pm) by a pop up alert
Guest over 6 years ago in  0

Ability to export notes to excel

CSG would like the ability to export notes from the CRM to excel
Guest over 6 years ago in  1 Already exists

Sales Area Map Report

CSG have asked for the ability to have a map view showing the sales areas by sales person with the ability to map dealership (B2B contacts)
Guest over 6 years ago in  0

Ability to add standardised tags for Notepad

CSG have asked for the ability to add standard tags to the notepad so users can select these where applicable.
Guest over 6 years ago in  0

Change colour of lead when passed it's estimated close date

A customer said it would be good if the lead changed colour when it has passed it's estimated close date such as red.
Guest over 6 years ago in  0