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Save to CRM for Gmail/G Suite

Someone commented on our 'What's New' Beamer feed on the Save to CRM post asking if it was possible to save Gmail/G suite emails into the CRM.
Guest about 5 years ago in CRM App 0 Shipped

Change wording of message when you can't access a record due to account manager restrictions

At the moment if you have account manager restrictions & try to access a record that has a different account manager it said 'This record you are trying to access could not be found', it should instead say 'You do not have permissions to acces...
Guest about 5 years ago in CRM App 0 Shipped

Marking a document important is not obvious

Whilst the ability to mark a document as important is there (r46) it is not always obvious that this is a feature because the gray icon is invisible unless you scroll over it. For new users this may be a useful feature that they might miss
Guest about 5 years ago in CRM App 1 Shipped

Have quotes default to the sales ledgers currency

A customer has requested that when making a quote for a foregin currency it would be better that it defaults to the sales ledgers default currency as opposed to staying GBP. Here is a loom of the current issue: loom
Guest over 5 years ago in CRM App 0 Shipped

Import Sales Type from Unleashed

There is a field within Unleashed called Sales Type & a customer would find it useful to have this imported to the CRM- assuming this would be best suited against a division record as it looks to be set against a customer record in Unleashed o...
Guest over 5 years ago in CRM App 0 Shipped

Automatically update estimated close date when lead is marked as sold

It would be useful for the estimated close date to be updated when a lead is marked as sold. Currently, when a lead is marked as sold & if the date was set to next month for example, you would need to change this manually to the date it was ma...
Guest over 5 years ago in CRM App 0 Shipped

Enhance the order confirmation process to pass order information into sales trans at order confirmation in 365

I would like the CRM in 365 to pass order information into sales trans at the point of order confirmation instead of when the order import runs. Dan B has also mentioned that this for stock availability in the even that the order import fails to run.
Guest over 5 years ago in CRM App 0 Shipped

Filter out email marketing from Activity Notes

On a contact activity notes you get the email marketing history added into this field. Would we be able to filter this out as for a lot of sales staff this just gets in the way of the more helpful notes they need to scroll for.
Guest over 5 years ago in CRM App 0 Shipped

Bulk Update Standard Custom Fields

Following a conversation with a customer. We think it would be a good idea if there was a way to bulk insert into the custom fields that customers set up. We could maybe add this feature to the admin portal.
Guest over 5 years ago in Admin Portal 0 Shipped

Enhance ProspectCRM to show a invoice and sales transaction information in a similar view to the desktop.

A customer like the ProspectCRM to be enhanced to provide a preview of the sales transaction information in a similar manner that we used to in the older desktop version of the CRM when connected to an accounting system..
Guest over 5 years ago in CRM App 0 Shipped