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Make contact flags yes/no in report builder

When you add the "email flag" or "opt-in flag" to report builder it makes you do 1 or 0 rather than yes or no. This happens a lot, we need to go through all fields and make sure they work as easily as possible for users. But particularly the ones ...
Guest over 6 years ago in  0 Shipped

Stock Next Available date on product search

The current product search shows available stock but CSG would also like the product search to also include the next stock available date and quantity.
Guest over 6 years ago in  0 Shipped

Update News section on CRM dashboard

Please can we update the News section that people see when they log in to the CRM (please see attached screenshot), as this is a little out of date now. Some ideas on what we could add here instead are: Link to New Features page https://www.prosp...
Guest over 6 years ago in  1 Shipped

Include division in on-hold wizard

For customers using the on-hold wizard to process orders from their website, this only shows Operating Company, Quote ID, Quote Description and Quote Value. This therefore doesn't show any customer information so for them to be able to process ord...
Guest over 6 years ago in  0 Shipped

Add 1 or 2 fields on Lead for Free Trialist (start & end dates)

In order for us to quickly see how long a Free Trialist has got left on their trial, could we add a couple of fields on the Lead saying 'Free Trial Start Date' & 'Free Trial End Date'? These would be calendar drop down things like you have on ...
Guest over 6 years ago in  1 Shipped

Warning when adding item with not enough stock

You can add the "Quantity Available" column on a quoteline entry screen, but this is not immediately obvious on first usage. It would also be useful if there was a warning or highlighting if the "quantity available" is 0 (or less than the amount y...
Guest over 6 years ago in  4 Shipped

Web Catalogue details to be available on quote line

LTT require the web catalogue tab on a quote line in order to migrate to the Web UI. Specifically, they require the extended description field from the web cat details, if not all of it is possible to display on a quote line.
Guest over 6 years ago in  0 Shipped

Stock by warehouse on Quote line

At the moment only the available stock count is visible on a quote line when creating a quote. LTT require this to be broken down by warehouse
Guest over 6 years ago in  0 Shipped

Product History Not available when creating a quote

LTT rely on the product history report option when creating wholesale quotes/orders. They require a list of recently brought products, quantity and price to be able to add lines to a quote
Guest over 6 years ago in  0 Shipped

Lead At-A-Glance

Change the communication summary to be "At-a-glance" Next Action Expected Value Communication Elements No. of Active Quotes (vs total) No. of Orders (Total Value) Move Lead Size, Margin and Value to a new group on the "Quotes" page
Dan Bryant over 6 years ago in  0 Shipped