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Option to create Purchase Order into QB when confirming order from Prospect CRM

A customer tends to create a purchase order straight away when an order is confirmed by a customer. They would find it useful to have the option to create a purchase order into QB when confirming an order from Prospect CRM. Currently they would co...
Guest over 2 years ago in Quickbooks Online 0 Investigating

Ability to Show Sales Analysis by Product Group on each Customer

The sales analysis page on a customer currently breaks down spend by product items. It has been request that this also show a break down by product group as well on this page.
Guest almost 4 years ago in CRM App 0

Need to easy put up a visual Activity report for Sales Manager

showing the activities that have been completed by the team showing who has done the activity, the type of activity and the activity notes.
Guest 7 months ago in  0

Show the exact time zone of a customer/prospect - based on the division address field

This would help significantly for businesses operating internationally and would enable salespeople to see the time their prospect or customer is operating on when looking to make proactive sales calls.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Sales Ledger Creation Screen - Contact Name for Exchequer

Add an additional field for Exchequer Sales Ledger creation to push across the Contact Name.
Guest over 3 years ago in Exchequer 0

Sales Ledger Creation - Email address to show in a drop down a list of email addresses from the contacts at the Division

Currently when creating a sales ledger, the user sometimes will need to re-key the email address they entered at a contact level. It would save the user re-entering information or going back if they forget the email address, if the email address h...
Guest over 3 years ago in Integration 0

Search Function for Equipment

It would be good to be able to search equipment serial numbers to be able to quickly check contract/ service expiry dates
Guest over 3 years ago in Product Management 1

Ctrl+Z to undo pasted items in notes

Whenever something is pasted into the notepad, it would be useful to have ctrl+z (the undo shortcut) to undo this in case the intended item hasn't been copied. Currently this undos text that was previously in the note field rather than the pasted ...
Guest over 4 years ago in CRM App 0

A commission report for sales team/person

We pay our sales people 10% of the margin for all sales. A real time dashboard or report would be a great visual motivator and assist with month end reporting. Working out commissions can be a timely process where we compare sales vs invoices paid...
Guest 7 months ago in CMS App, Websites & eCommerce 0

Add option to change profile / workspace

We have 2 profiles and there is no option to switch between profiles
Guest almost 3 years ago in Admin Portal 1