It would be useful to have a global search on the save to CRM add-in like the main search within the CRM. This means users don't have to select the record type before completing the search to find the record that they wish to save the email to.
When a contact is added for an existing customer, this contact should be synced to DEAR. When a contact is added to DEAR for a company that exists in Prospect CRM the contact should be synced to Prospect CRM. The sync doesn't need to be immediate ...
It would be good to have the ability to re sequence the order products get added to quotes when added through Upsell. Currently they are added in alphabetical order but would be ideal for it to respect the ordering of the Upsell list.
Have a Won opportunity status that doesn't confirm
If you place an Order which is in an opportunity pipeline and you put it into a positive outcome it will confirm the quote. There are some use cases where you don't want it confirmed. Perhaps you raised in the CRM but put the order directly on Unl...
Currently it is possible to add fields to an equipment, quote, problem, opportunity, etc creation screen by marking the field as required in the dictionary. However, there are fields that show on these creation screens that are not required and th...
It will be great for US customers to be able to choose the date display format to MM/DD/YYYY instead of the default DD/MM/YYYY. This way, they won't get confused when creating/processing orders or for reporting purposes. Currently, you can only se...
Guest
about 1 year ago
in CRM App
1
Already exists
Audit / change log of fields being changed/updated
So that users/admins can see when a record was changed and who changed it. At the moment there is a last updated field but not a log of each field that has been changed, when and by who
using secondary email address for Campaigns in the absence of primary ones
Currently email address can't be duplicated for contacts but could be added as a secondary email for communications. This still leads to missing emails during Campaigns! would be great to use the secondary emails where the primary email is unavail...
SO on Prospect when syncing with Unleashed to use same SO
At the moment we create a SO in prospect. When it syncs with Unleashed it pulls through the information of the SO but then gives it a completely different SO order number. No sure why this is but it would be great for the SO numbers to be the same
In the same way that we have spend up/down by division and no of leads/problems/quotes. For product/stock items we should have: - sales in last 365 days - sales this calendar year - Available stock - volume of oustanding sales orders/quotes/purcha...
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