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Set Delivery Charges based on Weight

A customer would find it useful to configure delivery charges which are automatically calculated based on the weight of the product. They would still need the option to manually type in the delivery charge if the automatically calculated delivery ...
Guest over 5 years ago in CRM App 1 Investigating

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Stop saving the typed in product code on the search box in quote-line

A customer has found that since moving to 47, the ability to save the type'd in product code has proven to cause an issue where lines are being duplicated where hitting tab allows for the same product code to be added again in the instance where a...
Guest over 5 years ago in CRM App 0 Already exists

Adding images to the multiline quoting page

Currently there are no images that come up in the multiline quoting drop down. This could be very useful for the sales rep on the field who take orders in the store and can show the images to the customer. This will be useful to show the images of...
Guest 8 months ago in  0

Include documents added in Activity entity in reporting

To make a report from the Activity entity it should include other information from notepad e.g. documents added to give a complete overview of the users activity in reporting
Guest almost 3 years ago in CRM App 0

Exclude delivery charge for margin calculations

A customer would prefer if the delivery charge manually entered on a quote can be excluded from margin calculations so that they have accurate gross profit on quotes.
Guest about 1 year ago in CRM App 0

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to hav...
Guest about 1 year ago in CRM App 1 Unlikely to implement

Add default delivery note to company address

Add a delivery note to the company address field that automatically populates the delivery note field on the quote, which could then be overwritten if needed.
Guest over 1 year ago in CRM App 1

Track deleted records by user in user activity

Currently, there is no tracking in the user's activity page that would show an overview of the records they have deleted. This would be a useful improvement to help monitor if/what records are being deleted by users.
Guest over 1 year ago in CRM App 0 Investigating

Change quote parent from Contact to Opportunity

It would be useful for customers to be able to move the parent of their Quotes from under a Contact in the CRM to be under an Opportunity instead. Currently the change parent functionality only allows you to move Quotes between Contacts and Divis...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes