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Email signatures

In order to fully use the CRM I need our standard email footer to be applied to all emails. We have different users with different signatures.
Dan Bryant almost 7 years ago in  0 Shipped

Delivery Charges

Delivery Charges are often quite complex and based on different information. The CRM needs to provide a way to automatically select the correct delivery charge at any time throughout the quotation process. Ideally the correct delivery charge will ...
Dan Bryant almost 7 years ago in  0 Shipped

Stripe Credit Card payments in the CRM

It would be useful to allow credit card payments via SagePay and Stripe in the CRM against a quote. The quote should also show details about the payment and associated records in the accounting system where relevant. If possible, it should also pr...
Dan Bryant almost 7 years ago in  0 Shipped

Import quote lines from CSV

It is often the case that we are provided with a list of products to import in a CSV format. Having the ability to import lines into an existing quote would make this process a lot simpler.
Dan Bryant almost 7 years ago in  0 Shipped

Quickly create common documents

When using the CRM there are generally only a few documents that we create at a specific level, and some a lot more commonly than others. It would be useful to have "Quick Create" buttons to quickly create specific documents.
Dan Bryant almost 7 years ago in  0 Shipped

Quote analysis

As it currently stands it's difficult to see whether we're making a profit on a specific quote, and if so, by how much. There should be a section on the quote lines screen that shows additional information including margin, VAT and overall discounts.
Dan Bryant almost 7 years ago in  0 Shipped

Bulk update quote lines

On a quote it would be useful to bulk update some values such as price based on cost + markup etc.
Dan Bryant almost 7 years ago in  0 Shipped

Customise quote lines list

It would be highly beneficial if as a user I could pick and choose the columns displayed and editable on the quote lines list. I should also be able to drag and drop lines to re-sequence them.
Dan Bryant almost 7 years ago in  0 Shipped

Search and filter notepads

As a user it would be great to be able to search notepads and filter based on users / tags.
Dan Bryant almost 7 years ago in  0 Shipped

Support grouping data in reports

It would be great if it was possible to group data in a report. Having the ability to expand of shrink sections based on groups would make it easier to find the information users are looking for.
Dan Bryant almost 7 years ago in  0 Shipped