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Add an activity report to the Account Manager/Sales Manager Dashboard

A customer has suggested having an activity report on the AM/SM dashboard would be extremely useful for monitoring team member activity and for reporting purposes. A simplistic graph or chart to show outbound/inbound calls, emails etc
Guest almost 4 years ago in CRM App 5 Investigating

Post Customer Order to Katana when confirming Orders

We currently do not post the customer order reference to Katana when we are confirming orders. To help better identify and the transparency of orders. We should post the customer order reference on a quote to this field customer_ref when creating ...
Guest about 1 year ago in Integration 1

Abilty to customise opportunity pipeline objectives

The current list of objectives on an opportunity are hard-coded and the objectives given are not clear as to what they should be used for and may not suit all of our user's use cases. Adding the ability to rename, add or remove to this drop-down w...
Guest 2 months ago in CRM App 0

Pasting quote lines to copy cost price

Currently when copying a quote line we copy of these fields "Sku","Quantity","Description","Unit Price", "Discount", "Extended Description" This means that the cost price will not be copied over to the new lines. It would be beneficial to our user...
Guest 10 months ago in CRM App 6

Able to report on Magic Matrix Status 'Unaware' in CRM

A customer is trying to report on on all customers who hasn't purchased a product on a Magic Matrix category. However, the Magic Matrix Status table will only track bought/opportunity/aware statuses but not Unaware status so they won't be able to ...
Guest 3 months ago in Product Management 1

Add handling for Bin locations for Cin7 Core

Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
Guest about 1 year ago in Cin7 Omni 6 Planned

Book out days for tasks

Often, users would go on holiday or may not be able to action tasks on a specific date. Currently, there is no feature in the workspace to prevent a user from being assigned a task on a given day. Other members of the workspace may not be aware th...
Guest over 1 year ago in CRM App 1 Investigating

Secondary email address (alias) for CRM Users

Being able to add a secondary email address (similar to Google's alias) to the CRM users. This way the user can use different email addresses while sending emails via the CRM.
Guest about 2 years ago in CRM App 3

Having one report entity that can include fields relating to Products, Equipment, and Problems.

Having one report entity that can include fields relating to Products, Equipment, and Problems. Users can use this to generate a report such as a Warranty report (that consists of a list of Products that has warranty issues). Reason: to keep track...
Guest about 1 year ago in Product Management 0

Email merge field for Morning/afternoon

Would be nice to have a merge field that allowed you to say Good Morning or Good Afternoon depending on the time of day. Would just be one less thing a salesperson needs to do and would make the process fully automated.
Guest 8 months ago in CRM App 0