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Option to update Opportunity Value based on latest quote value

this will help to improve the accuracy of the future pipeline without having to rely on manual updates which are often skipped
Guest over 1 year ago in Automation 1 Already exists

Configure 'Add existing products'

When using the 'Add existing products' search page at quote level there are some fields that may not be needed/ wanted to be visible. We should look at a method of configuring this so users can remove some of the not needed columns.
Guest about 4 years ago in CRM App 0

B2C matching based on order number

Some customers who have web order integrations to their inventory system will have WEB or something similar at the start of the order number. So if we could expand the expression setting to look at order number would be handy.
Guest 10 months ago in CRM App 0

When Quoting we would like to be able to flag a customer as "receive portal quote" or "receive pdf quote"

And have it automatically prompt the user and/or send the right document to this customer based on their preference
Guest over 7 years ago in  0 Unlikely to implement

Bulk image uploader to support products codes with '/'

Sometimes a product code is created with a / in it. There could for example be a product that is identical but is sold in different sizes. So you would have proda/21, proda/22 etc. However, when using the bulk image uploader there is no way to bul...
Guest 10 months ago in CRM App 0

Company group to appear at the top of searches

If you search for a company group; the group never appears at the top of the search. It seem to always be a single company. It has been suggested that having the company group at the top would work better for finding records.
Guest about 4 years ago in CRM App 0 Unlikely to implement

Reporting against product groups rather than just products

If I wanted to see which customer has purchased by product group, sub group then group and compare periods so which customers purchased Adhesive tapes in January 19 that didn't in January 20
Guest over 4 years ago in CRM App 0

Embed links to Custom field

A customer has a custom field in which they add links to project on an external system. They can embed a link into the Activity but this often gets lost and is hard to report on, so they're using a custom field. Only problem is the link isn't reco...
Guest over 2 years ago in CRM App 0

Quoting product price dynamically round/change decimals based on price

Some products are sold to more decimal places than others. Currently the system can either round to 2 decimals or use what the currency decimal is set to. It would be useful for the quote table to dynamically output the number of decimals for the ...
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Ignore Exchequer defaultwarehouse location if Multi Locations is disabled

The Exchequer integration will import a 'Total' warehouse of --- for both Warehouses and Stock by Warehouse (stock levels) sections if the Exchequer 'Multi Locations' system setting is disabled. The Product Item import does not check this setting,...
Guest over 4 years ago in Exchequer 0