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Show message when the confirm order button is hidden

The confirm order button is hidden in some circumstances. When this is the case there needs to be a warning that the confirm order button cannot be used for some reason. The button should never be removed only ever greyed out.
Guest over 6 years ago in  0

Make the column titles scroll down when on a report

When you are on a report the column titles do not stay on the screen when you scroll down. We should make these stay on the screen so it is easy to view a longer report and still know each of the columns.
Guest over 6 years ago in  0

Recall report where you can open the record it is on

The ability to do a recall report which can show the recalls currently set for different users and then being able to open the record the recall is on.
Guest over 6 years ago in  0

Would like Barcodes to be stored from within exchequer

Paul Carpenter liked the bar code creation in the CRM for innventory items but would like to have the bar codes from Exchequer stored against product items and viewable in the CRM. He would also like for Inventory item bar codes to be displayed on...
Guest over 6 years ago in  0

We do not have a single name for a recall/Tasks

Paul Carpenter and Alan Siggins hate the use of the word Recall and are very happy they are called tasks on the task list. However, the fact that they are called tasks in some places and recalls elsewhere is not good and they want them to all be t...
Guest over 6 years ago in  0 Already exists

Dont have sections of the menu open automatically

On the My 365 portal there are two menus that are not collapsed as standard. Paul Carpenter thinks these should be collapsed as standard and then open up when you click the arrow. See screenshot.
Guest over 6 years ago in  0 Will not implement

Ability to see currently open tabs

Paul Carpenter would like to be able to see the open tabs he has open in the CRM. He can move easily between them via the recent records screen but feels it would be better to have a view of currently open tabs to make this easier.
Guest over 6 years ago in  0 Will not implement

Adding single contacts to campaign activity

Currently you can add people to a campaign activity by going to their contact or going via a report. However, it would be useful to be able to add people to a target contacts list ad-hoc and do this via a quick contact search and then click add. O...
Guest over 6 years ago in  0

Teams in the CRM to replace dictionaries

In order to improve the experience of a configurable system we think we should change the concept of dictionaries to teams and allow a user to belong to multiple teams. Team is a new name for "Dictionary" An administrator can setup new teams A us...
Dan Bryant over 6 years ago in  0

Notification for Publish Requested

When you request a CMS change to be published I don't think anybody with rights gets notified. You have to go ask them, then they have to click on "pending requests". An email notification or CMS toast, or at least something on the Publish page fo...
Guest over 6 years ago in  0