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Search for Contracts/Equipment

Search for Contracts/Equipment: I've put this as a global search requirement as it could be useful
Guest 8 months ago in CRM App 0

Add a Activity Group at Company Level

In version 6 there use to be an Activity Summary at company level. For multi branch organisations this was a useful tab for looking at information recorded against all divisions.
Guest over 4 years ago in CRM App 1

Ability to set budgets/ targets/goals for customers

Lots of our customers will set "budgets" for how much they expect to get from each of their customers each year. They then use spreadsheets to manage the tracking of how they are doing against these budgets. We should create a standard process for...
Guest over 6 years ago in  1 Available as Preview Feature

Don't send the Product Description to Cin7 Twice

Currently the Product Description field is sent to Cin7 twice if there is nothing in the extended description.
Guest over 1 year ago in Cin7 Omni 0

"Division near UK Postcode" report at equipment level

Ability to use the "Division near UK postcode" report at equipment level, we can then use this for sales to see divisions without equipment so they can plan a route to see potential prosepcts, and service engineers can use it to see divisions with...
Guest about 4 years ago in CRM App 0

Limit core report changes to Admins

The core reports, like the Quote or Contact reports which show when navigating from the navigation menu, can be changed by any User regardless of permissions and have the options to save changes for everyone. It would be a great addition to have a...
Guest 8 months ago in CRM App 1

Set Notes in Bulk

Customers would like to be able to set the same note in different divisions at the same time. Currently they can only assign it individually, e.g. assigning the same urgent note to multiple divisions in bulk, without the need of going to each divi...
Guest about 4 years ago in CRM App 0

DEAR Account Manager Field to be linked with CRM

No description provided
Guest about 4 years ago in Integration 0 Good idea awaiting more votes

Be able to search for a Campaign Activity on Lead source

When associating a Campaign Activity with a Lead on the 'Source' section, you have to trawl through lots and lots of activities (as shown in the video) - this is quite time consuming, and would be good to be able to search within this box for the ...
Guest almost 7 years ago in  1 Already exists

Be able to edit products in CRM that are not from ERP

Products created in the CRM or via a data import that have not been pushed through into the ERP cannot be edited within the CRM. We should add a feature to allow editing of products based on the catalogue code so that these can be managed within t...
Guest about 2 years ago in CRM App 0