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E-Mails - When you use a template and then click on User default client allow it to take the text and a BBC to attach it to the opportunity etc

We have a number of email templates that we send and also an e-mail signature that goes from our email client. When we click on use default e-mail client we lose the standard document. Also, if we click on use default client it would be useful to ...
Guest over 2 years ago in CRM App 0

Sync the DEAR tracking URL on a sales order

In 102 we made an update to sync the DEAR Tracking reference on a sales order record. We could also enhance this to also sync the DEAR tracking URL so they can see this data in the CRM.
Guest over 1 year ago in Cin7 Core 0

Expand to Division Product Authorisation from Division

Currently you are only able to start a report at Division Product Authorisation and expand up one level to Division. If you are trying to report on contacts for example, you cannot go Contact > Division > Division Product Authorisation as th...
Guest about 4 years ago in CRM App 3 Already exists

Matrix Dashboard - A-Z work flow BUG FIX MAYBE

On the Matrix dashboard it would be much easier visually to see your categories in Alphabetical Order. When you 'Open' the Matrix they appear in columns alphabetically so why not on the 1st Dashboard? DOES THIS NEED A BUG FIX
Guest over 1 year ago in Other 0

Be able to send mass emails via the CRM

It would be useful to pick a load of contacts from a report such as the Open Leads report & send them all an email using an email template. For example you may want to send all contacts with an open lead a follow-up email to chase the sale.
Guest over 5 years ago in CRM App 0 Will not implement

Be able to customise the record interface Per Company Type

It would be useful to be able to set a different interface customisation for each company type so then it can be more organised and not have lots of irrelevant fields.
Guest over 1 year ago in CRM App 0

Ability to switch back to a pipeline view when globally creating a quote

When using Global Create on a quote if an opportunity is selected as the parent, you cannot select the pipeline for this quote even if you remove or change the parent.
Guest over 1 year ago in CRM App 1 Already exists

When sending Mailchimp campaigns/emails show this in the activity feed.

It would be great to have all interactions with clients and prospects in the activity feed, not just some. Any email / marketing campaign should be logged in the activity feed. We have issues with calling a prospect and they have received some ema...
Guest over 1 year ago in Other 0

Product search to show customer pricing

When adding lines to a quote it would be helpful for the product search to show the customers pricing. It shows when the product is added to the quote and the discount is applied but it would be more seem less to only show the customers correct pr...
Guest about 4 years ago in CRM App 0

Multiple Inventories

It would be useful to configure multiple inventories and choose a main one. This means if you have lots of Samples of main products you do sell. You can name them the same thing but won't have them show in searches etc when trying to find the actu...
Guest over 1 year ago in CRM App 0