Left Company function should move children records
When you delete a record you have the option to cascade move or delete all the children. It would be good if this happened when marking someone as Left Company so they don't get open leads or problems left behind.
Alert if you have things checked out in CMS editor
It would be good if there was an alert in the CMS that could email the people who have items which are checked out and/or unpublished, to remind them to go and tidy up.
There was talk at one point about being able to display your inbox within the CRM to allow people to work more within the CRM. Also the ability to see relevant emails for that lead or contact from Exchange and then save them with one click.
Is there a way we could get live stock into the system I assume this is easier with something like Xero but is there a way that on a stock record you can click “refresh stock” and this will get latest stock for that stock code from accounts, even ...
Could we provide, for a small monthly fee or perhaps transaction fee, the ability to have a quote email that just has a GUID for the order and they can confirm the order just by putting in a PO number and confirming their delivery address Postcode...
Add interface to add deliverylocations for contact in WebUI
It is not possible to add deliverylocations via the WebUI, these are used to populate the addresses that a user can select to delivery to.
As such they do not have control of this. I think that it would be useful for the customer to be able to a...
Wix is a website builder
Now that our databases are cloud based I think it would be really powerful to be able to allow customers to design sites in other tools and have our products and basket embedded. We are at a point of thinking about making ...
Add option for Product Groups plugin to not truncate group description
The product groups plugin appears to output some default styling that truncates the group description. It's possible to work around this but it would be useful to have an option for the plugin to do this or not.
Could possibly affect all customers...
When an email is saved to the CRM it no longer displays the date and time of when it was sent or received. This can only be viewed by finding the email within outlook now. https://www.useloom.com/share/e9629bf01c144823b56baa04d1d05a98
One of the big drivers of our system is to move people out of the Accounts System. People go into accounts systems to check pricing for customers. This has come up a few times for me recently and I think we need to offer the ability to see for exa...
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