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Visibility in report view to see if a quote has a task assigned to it.

We follow up on all quotes over a certain value. Every day the account managers set a task date against the quotes for the customers they are responsible for. Its easy to miss setting a task against a quote and we'd like to be able to run a report...
Guest 9 months ago in CRM App 0

Lessen Pipeline activity shown on notes.

When you have a pipeline that as a number of steps (say 5 steps) and you start the opportunity at step 4 perhaps, why would you need to see the previous steps on the activity pad? as it only bogs down the activity pad and also gives the impression...
Guest over 4 years ago in CRM App 0

Add Mailchimp unsubscribe note to tab info at contact level.

When a contact unsubscribes from a mailchimp campaign although the 'unsubscribe flag' is switched, when you look at the mailchimp tab at contact level it appears thre is nothing to reflect this such as with 'bounced'. It would be useful to see on ...
Guest over 4 years ago in CRM App 0

Don't grey out the numbers for the next month on the calendar when setting a task

If I wanted to set a task on the 1st of March and today is the 28th Feb, I have to click to the next month of the calendar to select the date. It would save a bit of time if these numbers weren't greyed out.
Guest almost 3 years ago in Other 0

Build an interface for creation and control of promo codes, promotions, offers and discounts

it would be great to have somewhere a customer can go to create new offer lines, much like an editable list tab where they can select the rules. i.e. Promotion type drop down: - apply % discount on prod cat X, - apply % discount on prod code X, - ...
Alex Smith about 8 years ago in CMS Editor / CMS Sites / Product Management 4 Investigating

Change the 12 month orders report to account for credits

currently this uses the Sales Order header table, which only uses Sales orders data only. If a customer places an order, then has it credited, in Sales transactions table this balances, but as Sales Order Headers just uses Sales Orders, it looks l...
Guest over 3 years ago in CRM App 0

Having more detailed information on the subscription page on the CRM for customers

Useful to all customers as this would save time emailing accounts/finance to find details. It would be useful to include details of billing card, when the subscription ends, ability to request to renew or cancel, view billing date and what type of...
Guest about 2 years ago in CRM App 0

Show list price & applied discount on quotes

The CRM currently applies discounted prices based on a customers product group discount. The customer would then like the quote to show the products original list price and added customer discount. It currently shows the product price after discount.
Guest over 3 years ago in CRM App 1

Add the ability to store equipment items under B2C Contacts

At the moment if an equipment item is sold to an end user (B2C contact) there is no ability to store this agaisnt that contact to ensure that item is fully tracked.
Guest over 3 years ago in CRM App 0

Automatic Background Refresh for Enquiries

When converting a new enquiry, a manual refresh is currently required to update the page so that the converted enquiry is no longer on the page.
Guest 9 months ago in CRM App 0