Most CRMs and contact databases I've used (inc. Pipedrive, OUTLOOK, Apple Contacts, LinkedIn and some bespoke systems etc) can store images of a contact's face. This is extremely useful when visiting new customers, or when revisiting someone you h...
A lot of customers have old quotes that end up not being actioned for months/years which can clutter the system after a while. It would save a lot of time for sales teams to be able to build a report and move all the orders to the "Cancelled" stat...
Currently there is no easy way to copy an email address without going to a contact record. Many customers send emails from other mail clients so a button to copy the email address or phone number easily would be beneficial. Example screenshot from...
Upselling - Recommended linked products should have their own sub-group or sub-totals on quotes
When a 'linked' recommended upsell product is included on a quote, it should have its own subtotals. The Must sell and Upgrade are necessary to be included in the body of the quote table but the Recommended only items should be shown as separate a...
When using multi line order entry with recently purchase products, the data returned is products ordered by purchase data over the history of that account. In time this will display products that are now obsolete/not longer relevant/superceded. Ca...
We have an general enquiry form on our website where customers can choose a department / enquiry type within a dropdown - it would be great to dynamically assign these enquiries to different users pending on the dropdown selected rather than manua...
Set Dear Inventory Customer Revenue Account Default when creating new Sales Ledgers
Dear Inventory customers would find it useful to be able to set the default Revenue Account when creating new customer accounts via the CRM into Dear Inventory. The revenue account is a required drop down field, so we would need to import the opti...
Sales reports that you can choose specific dates for
At present you can only choose periods of time - eg this month, last year etc. It would be useful to be able to choose specific dates to be able to run a Year on Year report from any date.
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