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Add Previously Paid Price to Recent Purchase Search

When adding products to a quote you can use the recent purchase search which shows all the products that the customer has recently purchased. However this search just shows the list price rather than the price that the customer paid last time. It ...
Guest over 4 years ago in CRM App 4 Shipped

System option to allow recalls with no notes

Currently (R33) you are forced to add notes to a recall to allow the date to be changed. It would be cool to have the ability to not enforce this. Mostly for users that manage a lot of recalls, they generally might just want to move the recall int...
Guest almost 6 years ago in  6 Shipped

Dynamic Product Creation

The CRM currently allows users to add existing products to a quote however there are quite a few business models where products need to be generated on the fly. Having the capability for products to be created as part of the quoting process from t...
Dan Bryant almost 7 years ago in  0 Shipped

Additional Product Images

Built-in functionality to allow user to upload/ maintain additional product images straight from Product Manager without any additional bespoke configuration required. Then, users won't have to jump between systems/ apps to configure all the detai...
Guest almost 9 years ago in  5 Shipped

Bulk Updated Discount

It would be useful if you could Bulk Update the Discount Field on the Quotelines for a specific Quote.
Guest almost 5 years ago in CRM App 6 Shipped

Quickly searching for address line with the global search

Have the address lines be a field that is quickly searched for and can be found with a quick global search without searching more fields
Guest about 3 years ago in CRM App 2 Shipped

Credit Limit to pull from Unleashed and show on Company page

I would like the credit limit to be pulled from the Customer in Unleashed and show on the company page in Prospect. This will be extremely helpful to our sales staff as they do not have any access to unleashed and use Prospect for all information.
Guest over 2 years ago in Integration 4 Shipped

Add contact statusflag to search results

Other record types have statusflag labels (problem and lead statuses), could we add the labels for contacts as well so we can see who has left company at a glance?
Guest almost 6 years ago in  2 Shipped

Upload Account Manager to Mailchimp with Contacts

A customer would find it useful to upload the account manager to Mailchimp with the contacts that get uploaded. This can be useful when sending e-shots from certain account managers.
Guest about 4 years ago in CRM App 5 Shipped

Ability to delete shared reports

A customer has noticed that she is unable to delete Shared Reports. She has delete rights but is only currently able to delete from My Reports.
Guest over 6 years ago in  0 Shipped