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Invoice Reprting

I would like the invoiced year to date and previous year on the dashboard, aswell as the sales transactions
Guest over 2 years ago in Admin Portal 0

Set the reports saved as my reports as favourites in the new report list

Customers would find it very useful if the new report list set the reports saved as my reports as favourites in the new view.
Guest over 3 years ago in CRM App 2

Manually Lock Company Records

Lock certain records on a Company which are unlikely to change so that they can't be accidentally edited.
Guest about 1 year ago in CRM App 0

Add graphs for product analysis

The graphs implemented showing division analysis would also be useful for product analysis to make it easier to view the seasonal cycle of particular products within the CRM, as well as the pie chart for top customers of product. Could perhaps use...
Guest almost 5 years ago in CRM App 0 Likely to implement

Option to prevent users from seeing recent searches of other users

When you use the global search in the CRM you are able to see recent searches of other customers. You may not always want your users to see the recent searches of others users, and we should offer the option on a user profile to only show their re...
Guest over 1 year ago in CMS App, Websites & eCommerce 1

Company-wide News in CMS Editor

Version 6 CMS allowed you to add the company-wide articles with a "Company Wide News" tickbox. This does not exist in 365.
Paul Holland over 7 years ago in  0

Product suggestions when typing in product search (predictive search)

This has become a standard feature in ecommerce websites and I think it will be useful in persuading potential customers to use our platform over other, larger ones with this functionality included. From a UX point of view, if done properly, predi...
Deleted User over 7 years ago in  1

Ability to view Sales Documents from Opera

PAR would like the ability to access the sales documents (such as delivery note and invoice) from within the CRM database.
Guest about 6 years ago in  0 Will not implement

Quote History/Versions

Sarka for Rotec Hydraulics suggested that it would be good in the system if your were able to have different version of a quote I.E. A/B/C and you could go back to an earlier version if you made changes and didn't like them.
Guest over 6 years ago in  1

Allow customer to edit quote with Authorisation Buttons

It would be great if the customer can view their quote lines when clicking approve/decline on a quote. They could then make 'changes' to product quantity/ remove products which is then suggested back to the CRM or allow them to be automatically ac...
Guest over 1 year ago in CRM App 3 Unlikely to implement