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Display Price Tier and Select Price Tier in CRM

When creating a quote you should be able to select the price tier/price list this will then calculate the prices based on the selection. When you create the sales ledger you should also be able to select a price list for the customer.
Guest about 4 years ago in CRM App 0 Shipped

Add Guttometer to Bulk Updater for Opportunity Entity

A customer was wanting to bulk updater the Guttometer from an opportunity report but it is a field that isn't available within the bulk updater. It would be useful to add this as a field to the bulk updater.
Guest over 4 years ago in CRM App 2 Shipped

Import "inactive" customer flag from Access Dimensions

It is possible to mark a customer as "Inactive" in Access which we do not currently import. If you try and process an order for an inactive customer you get an error message. It would be better if we imported this information and did not try to pr...
Guest over 4 years ago in Automation 1 Shipped

Changing Pipeline to Handle the issue with Status

Pipelines are not a visible field on an opportunity but can easily be added to the screen via the customiser and that add the option to the customer to change the pipeline it is in. This can work okay, but the two pipelines need to contain the sta...
Guest over 4 years ago in CRM App 0 Shipped

Add Word Quote Table Search & Replace Fields to Search & Replace Field Word Add-on

It would be good to add the Word quote table search & replace fields to the word add-in where the search & replace fields are all listed. It should only show on the quote level search & replace field. At the moment this is in a separat...
Guest over 4 years ago in CRM App 0 Shipped

Add Accounting System to Source for Companies Created by Missing Customer Import

It would be useful to include the accounting system name in the source for companies that are created by the missing customer import. Some customers change their accounting system when they have the Prospect CRM, so seeing which companies have com...
Guest over 4 years ago in CRM App 0 Shipped

Sales Ledger Creation for Dear Inventory Customers

A few of our Dear Inventory customers would like to be able to create sales ledgers via the CRM.
Guest over 4 years ago in CRM App 0 Shipped

Can't go back in the report builder after selecting entity

If you select the wrong base entity you have to close the report off and start again from scratch to go back & choose another entity. UX would be improved by adding a back button.
Guest over 4 years ago in CRM App 0 Shipped

System Option to make pipelines mandatory

All new customers use pipelines when they create an opportunity. To avoid user error when creating an opportunity without a pipeline & causing issues with opportunity reporting, it would be good to have a system option to make pipelines mandat...
Guest over 4 years ago in CRM App 3 Shipped

Remind Users to Set Parent Record when using Global Create

When using the Global Create you can create a record without setting a parent. For new users this can lead to them create records such as opportunities without parent records by mistake. A prompt to say you haven't set a parent record when creatin...
Guest over 4 years ago in CRM App 2 Shipped