Currently there add to map function is only available on a couple of entities. You might want to do reporting on customers based on their sales history or some of the additional analysis done in data cubes. It'd be useful to allow "Add to map from...
Make Knowledge base available as a stand alone set of information. Staff could access this information during sales call and or service calls and find information they didn't know or needed clarity on. This is particularly useful for new staff or ...
Order groups in the report builder by the summarised field of groups
A customer would like to order groups in the report builder by the summary field for groups. For example they may have a report that is grouped by division name, and summarised by their purchase total. This could then be ordered so that the divisi...
For companies that save multiple files under a record within the CRM it would be helpful to have a 'batch download' of some sort within the further options of the document page against a record, so users don't have to download files individually.
On a page where we have paginated the results we show the following e.g. 1, 2, 3 ..., 10 There is no easy way to access a certain page outside of those listed. We should have an extra box allowing you to skip to a certain page. This would be usefu...
Be able to view any linked Distributors from Company Record
Currently you can only see if a Company has an related Distrubitors if you have imported Sales from this. Would be great to also include a list of any mappings created in the system setting on the actual Company record for both customer and Distri...
Please include an option to export the Aged Receivables page so that it is in report format and can be emailed to a customer to show outstanding debt. Thanks.
Add the ability to set send invoices, send statements and form set when creating Sales Ledger with Exchequer
Currently we do not set send invoices, send statements and form set when creating a Sales Ledger with Exchequer and so they will default in Exchequer. It would be good to have the ability to set these within the CRM/Website.
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