retaining column headings at the top of the add products in quotation
For the quotation. if could be good as you scroll down when adding products, if the headings (for example, description, cost price, price, margin etc) which are at the top of each column, stayed visible as you scrolled down. This would make it eas...
We use forms to collect data, and sometimes this requires that media be attached. Can this be added so our customers can submit these types of media as they are submitting their form? If so, then can we also have a way to export this media in a la...
Two or more contacts should be able to have the same email address
Our customers consist of consultants, bookkeepers, and work across multiple business and also multiple contacts of the same division have a common email address so we need to make the email address apply to them not have to set up a secondary emai...
Add quarter information to sales transaction product cube entiy
It would be useful to be able to report on data for the sales transaction product cube. This entity does not have quarter fields, however other cube entities do.
Feedback obtained from early adopter customer using Growth Engine. Would be helpful to have a "Convert to Enquiry" or "Save as CRM Enquiry" in Outlook and Gmail clients to automate inflow of Enquiries.
Suggestion made in an annual review to have a snooze button on the missing orders tile. Sometimes, a rep knows why the order is missing, but cannot remove it out the list. A snooze button to ignore for another 30 days, or a calculated period based...
For example, might have a sales rep in Buckinghamshire… then another in Northamptonshire… they may then split Oxfordshire meaning they need to be assigned to both of reps
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