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Exclude B2C From "Needs Engagement" Tile

Ability to exclude b2c customers on the needs engagement tile on the main screen.
Guest over 2 years ago in CRM App 0 Shipped

Make the Magic Matrix categories fixed on screen

Think it would be useful to make the category names stay in place when you scroll down. Just makes it harder to follow which dot is for which category if you can't clearly see the category names.
Guest over 2 years ago in CRM App 0 Shipped

Add sequencing to attributes per product.

We've had a couple of requests to re-order attributes per product. i.e. I want "Brand" to be listed first over "Colour" but I have added Colour first so it is listed first on the website.
Guest almost 3 years ago in CRM App 1 Shipped

Implement auto-range for Exchequer SJI and Exchequer SRI

The import items for SJIs and SRIs from Exchequer does not apear to support the auto-range function, they will just import all data on each run and not update the "fromrange" value in the CRM system options.
Guest almost 3 years ago in Automation 0 Shipped

Move location of Use Default Mail Client Button in Send Email Screen

A customer is sometimes clicking the Use Default Mail Client button instead of the Send button by accident. This results in the email you have just composed being closed and the default client opening with a blank email. We should move the Use Def...
Andrew Ardron almost 3 years ago in CRM App 0 Shipped

Search Sales Ledger ID and have company show

Currently you have to press Search more fields to have company displayed when searching Sales Ledger ID. This seems like an unnecessary extra click - you would expect this to show straight away.
Guest about 3 years ago in CRM App 0 Shipped

Display a banner on records with ReadOnly status

When a record is in a status that is readonly or only editable by admin, there is nothing that explains this, so it looks like the record is broken. We should display a banner on the record that reads 'The status of this records prevents editing' ...
Guest about 3 years ago in CRM App 0 Shipped

Order processed as Activity Note

When an order is processed - prospect should automatically add an activity note saying that they have processed an order. Currently its taking too long for sales people clicking on too many tabs to find out when they last ordered. It applies speci...
Guest about 3 years ago in Automation 1 Shipped

Creation of appointments in CRM with user as organizer

Currently, due to some limitations with how appointments are created and sent in outlook, when sending out an appointment, the invitee will receive it from User, however the version that the user receives is from crmemails. This sets crmemails as ...
Guest about 3 years ago in CRM App 0 Shipped

Quote - Maximum value / Number overflow

When raising a quote/ sales order there is a maximum value that the quote is limited to. All lines on the quote combined can not exceed a maximum amount this is around £18m for the example that I used. I have a customer that sells products in larg...
Guest over 3 years ago in CRM App 0 Shipped