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Add order due date to the quote table

It would be useful to include the due date in the Quote table which is then emailed to the customer. At the moment the due date (which is filled in the crm's quote section) can only be set up to appear separately, below the table. If there are dif...
Guest almost 6 years ago in CRM App 0

Save to CRM for Apple Mail

A customer who uses Apple Mail would find it useful to have a Save to CRM add-in.
Guest almost 5 years ago in CRM App 1

Sales Ledger Creation authorisation process

With the new sales ledger creation feature, because creating sales ledgers may not always be the responsibility of all CRM users or at least they may not have the full authority to do so, it would be useful if we had an option in the Settings whic...
Guest almost 6 years ago in CRM App 0

Graphical reports

At the moment the list reports are good and provide useful data. The reports can be better by allowing users to create charts (pie-chart, bar chart) etc based on the data. This would be useful when a report has a grouping i.e. a list of customers ...
Guest almost 4 years ago in CRM App 0

Populate Supplier Account Field on Product Creation

A customer would find it useful to populate the supplier account field when creating a product via the CRM.
Guest almost 5 years ago in CRM App 0

Chat Between users

It would be helpful if we could have a chat between users similar to chat bot but between company users, or like slack but have it built in. IN addition to, the responses from emails to show on the CRM page when we use the CRM to email customers d...
Guest 12 months ago in CRM App 0

Account Manager Dashboard by Delivery Address

We have already implemented the RFM by Delivery Address but most customers would love this to go further and apply to the whole Account Manager dashboard. If they have different Account Managers per Company but the Main Group is looked after by a ...
Guest 12 months ago in CRM App 1

Option to Remove Individuals (B2C) from Orders Report Tiles on Account Manager Dashboard

Some customers would like to use the CRM for B2B only and would like to remove individual sales from the orders report on the account manager dashboard. You can currently do this for RFM but it would also be able to have the same system option for...
Guest almost 4 years ago in CRM App 0

Ability to manually type date in with calendar look-ups

CRM Fields (standard and custom) have a calendar look-up to select the exact date, however there is no ability to manually over-type this date. It would be great to implement this so one can efficiently type in the date without having to drill int...
Guest almost 6 years ago in CRM App 1

To allow sending emails to portals

Hi Team :) - When I do quotes for Navigation Homes Counties, I have to send the quotes directly to CoConstruct, which is the communication portal with this building company. When I tried this, it wasn't able to send as the email address was invalid.
Guest 12 months ago in Other 1