Building a tab that lets you see all the special pricing that you have set for a product / customer is really helpful to review quotes and advise customers over the phone or in person.
Product description on quote table to support Rich Text
Currently the product description field on a quote table does not support rich text. A customer may have entered indentations or styling in their products' description in their accounting/erp system so that these are easily understood when sent to...
Once an opportunity has reached a certain "status" we would like it to appear at the start of a different pipeline enabling a different department to take this forwards - once something has been invoiced it could appear in the develop this busines...
A customer would like to be able to add more than one sort to a report. E.g. have a Primary sort – “Due date”asc ( latest last) & a Secondary sort – “Order No” asc.
Ability to "collapse" quote line groups in quote table
When sending out a document using a quote table and quoteline groupings, it would be good if we could have an option to "collapse" the groups so that rather than showing each individual line, it would show the Group Description, and then total value.
Data Import: import fields via drop down menu – NOT matching field spelling on Excel
Please pass this to management & dev team as you have the worst data importer tool I‘ve ever use: CAN’T UPLOAD ACCOUNT MANAGER FIELD The template generator has this field below to select but it keeps saying field not recognized when uploading....
Most websites nowadays offer a one step checkout process that allows users to fill in all required information on a single page rather than redirecting them on multiple pages.
This would make checking out easier for customers and would also allow ...
A customer uses Whatsapp to contact customers so would find it useful to be able to open Whatsapp from the contact's phone number on the contact record to message them through the platform.
A customer would like to default a tax code whenever a new customer account is created via the CRM. As for their business most customers will always be taxable at one rate.
It would give a quick indication as soon as you opened the record of how the opportunity was progressing. The User would have the ability to change these colours within the system settings
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