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Task assigment to account managers with restrictions enabled

You can assign a task to a member of your team that has the account manager restriction enabled, and is not marked as the account manager of the parent company record. This will allow the task to be assigned and will show up in the user's task lis...
Guest over 1 year ago in  0

Remove customer information inline with Right to be Forgotten

Ability to redact or remove identifiable information from a customer's Company and Contact records when they request their data be removed in line with the GDPR right to be forgotten.
Guest over 1 year ago in CRM App 0

Import quotation history

To import quotation history will enable users to see past quotes that were not converted to orders. The import does not have to have full Prospect features but will enable to see what quotes were unsuccessful in the past.
Guest over 1 year ago in On-boarding 0

Allow customers to set sales ledger when attempting to create one that already exists

When attempting to create a new ledger in the CRM and it searches on the ledger and finds one that already exist, we could add something here to allow setting the existing ledger on the company.
Guest over 1 year ago in CRM App 0

Mark an individual branch of a company (child) as closed

Some branches of retail chains close down as others open. At present there is no option to close an individual branch without separating it from the parent company so all history for the branch existing within the parent group is lost.
Guest about 3 years ago in Admin Portal 0

User daily activity report

The purpose of this report is the ability to generate a report on a particular sales managers activity for that day, e.g met 5 customers and the feedback entered and you could then export this information to excel, this could then be easily viewed...
Guest about 3 years ago in Other 0

Adding a line at zero quantity on quote

On a quote you can't have the quantity as zero. The lowest you can have is 0.0001. It would be good to give companies the option to add an alternative product to their quote for their customers to consider as an alternative to Upsell.
Guest about 3 years ago in Product Management 0

Post Project Name on Sales Order Creation

The project name field in Cin7 allows users to segment their sales in CIN7 allowing customer to be able select this field on a quote and send it through to Cin7 with this field enhance the integration between their workspace and Cin7
Guest over 1 year ago in Cin7 Omni 0

Add summary notes box for a contact

For specific notes for that customer that may get lost in the Activity notes section but need to be remembered for every call. I can call a contact who may work part time on their day off, be told they're on their day off so i put it in the notes ...
Guest about 3 years ago in  0

Give option to replace existing pdf via bulk upload in Library

I need to be able to replace the existing pdfs in my library with up-to-date versions. The new ones are named the same, but I can't bulk upload them I have to do them individually. This is frustrating and annoying.
Guest over 1 year ago in Product Management 0