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Setup fields that need to be filled in before being able to confirm orders

Some processes require fields to be filled before being able to confirm an order. e.g. Customer order Reference We could make this mandatory currently with the customise options but this would be prompting all of the time. it would be nice i...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Storage area for email signature images

Currently we have the option to re-size an image for an email signature using styling. This is not compatible with all email clients - so sometimes the images will come through their original size. Advice is to make sure the image is the corre...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Show entity type next to each report in customiser add report

Possibly also add a filter dropdown to only show reports of specific types of entities If we had this information it could then disable reports from being selected rather than having to select the report, click next and be told "sorry there is no ...
Guest about 6 years ago in  0 Good idea awaiting more votes

Show an Audit trail of the estimated close date on the Opportunity

When changing the estimated close date on a Lead it would be useful to have an audit trail of this so we can see what has happened previously
Guest almost 7 years ago in  0 Good idea awaiting more votes