Lead/Customer Lifecycle Management from initial Lead, through to opportunity
It would be useful to provide a lead Management solution within the CRM for use earlier in the marketing/sales pipeline. This could allow you to add a very basic record that may only have limited details such as a name and/or email (at the moment ...
Quotation Documents to show in Opportunity Activity
When you have consolidated notes turned on a customer would like to see the documents saved under the children records within the activity e.g. quotation emails shown in the parent opportunity activity.
One of our customers on version 6 has highlighted they use description only product lines when making quotes for customers. They need the description only product line rather than making a product called description and using that instead because ...
Select a quote under an opportunity to use for the value/set value manually
We have had feedback from a customer that it would be useful if you could select a quote to use for the value instead of having it be the sum of all quotes under an opportunity
For document templates that are automatically attached a customer would like to be able to preview the PDF before it sends. Currently if you use the auto-attach functionality you can't preview the PDF before sending it as it creates the PDF once y...
A customer would like the ability to click next on a contact record to view the next contact record under the division rather than having to close the record & navigate back to the division record to open the next contact record. This would be...
A customer would like to see the manual notify option available within the web UI as they did find this useful when multiple users need to be aware of a particular note being added to the CRM.
A customer would find it useful to be able to set a low margin % and if the margin % reaches this below this threshold it pop-ups a warning to the user.
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