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Quotation version numbers

Continuity and traceability. Each change or version of a quote should have a number that carries over to the next e.g 4193/1 4193/2 etc but other documents relating to that quote have their own numbering
Guest over 3 years ago in CRM App 2 Already exists

Automation Import Notifications

Following a conversation with the customer, it was suggested that it would useful to have a notification when opening the CRM for the first time during a day which displays if the imports have run or not. It should only display for admin users or ...
Guest over 5 years ago in CRM App 0 Already exists

Ability to set backup email if salesperson is not set and order is confirmed by customer

We should be able to set a backup email in case the salesperson isn't set. Sometimes customers start a basket on our website, which we then need to look at and take over the quote and one of the customer service assistants forgets to set the Sales...
Guest almost 2 years ago in CRM App 2 Already exists

To be able to exclude contacts based on previous campaigns they've received

For example - as we're running multiple events this year, we are inviting people within a 60 mile radius of the event location. However, some of the people who attended the Huddersfield Event are still being included on the Chesford Grange campaig...
Jessica Nash over 7 years ago in  3 Already exists

Hide cancel order button

Unable to hide just the cancel button. Hiding the quote status will stop users from cancelling quotes but it will also stop them from confirming them. A customer has requested functionality to allow quotes to be confirmed without them being able t...
Guest about 4 years ago in CRM App 1 Already exists

add recall management to the normal activity screen

Currently to set or clear a recall you have to open the recall window. This feels like an additional step that is not needed. We should have this available when adding a normal note on the activity section to make this quicker and easier to do.
Guest over 6 years ago in  0 Already exists

Id like to filter on 'empty fields

I have recently had you guys import my contact database. For some reason there are no Firts/Lastnames included. It would be nice to be able to filter these fields on the ABSENCE of data
Guest about 2 years ago in Admin Portal 2 Already exists

When displaying Date Created in Reports, Display the actual date instead of x days ago

When a problem has a old date, 6 days ago or 12 days ago, is not much use, it would be better to display the actual date.
Guest over 2 years ago in CRM App 1 Already exists

Problems, Service, add pipeline view

We have two company pipelines under Problems service, workshop job and support. Is it possible to add links under Problems Service to display only those items from the selected pipeline ?
Guest over 2 years ago in CRM App 1 Already exists

Access to Logon to prospect via a shortcut url, instead of going to prospectsoft and clicking logon link

No description provided
Guest over 2 years ago in  2 Already exists