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Opera Sales Ledger Creation To Have Same Fields as Version 6

Compared to the Verion 6 screen, the following fields are missing:- Contact 1, Contact 2, Ledger Accout Region Territory Cust Type Analysis Despatch Method Route Terms Profile Customer Profile Invoice Account Delivery Instructions As 365 stand...
Guest almost 5 years ago in Pegasus Opera 0 Will not implement

the ability to assign multiple Parents to an opportunity

Often when creating opportunities for commercial projects, there are multiple company's tendering to win the same job who all require pricing during the early stages. Currently to work around this, we have to create duplicate opportunities for eac...
Guest over 1 year ago in CRM App 1

Be able to discount by value or percentage

In our business it would be very useful to have the ability to reduce a quote by value rather than percentage discount.
Guest over 3 years ago in Other 1

System option to queue full product sync

You can update stock in QBO and depending on the method used, sometimes the last updated timestamp is not updated. This means that on the next sync with QBO we do not update the stock levels on our side. We have tried raising this with QBO, but th...
Guest 5 months ago in Quickbooks Online 0

Spread opportunity value over multiple months

In cases where an opportunity may be realised over multiple months, it would be good to be able to show that value spread out over x months. Eg. If a $200k opportunity is likely to be won in October with sales spread over 3 months, it would be goo...
Guest 5 months ago in CRM App 0

Set up a follow-up date from an activity.

Follow up is key to success. When logging call / activity notes, it would be great if you could set the follow date from that entry. This means you'd never loose past notes and each call is its own activity. e.g. next to the 'POST' button, have a ...
Guest about 3 years ago in Automation 1

Import Committed and Credit Available fields from Exchequer

In Exchequer you have four fields relating to a ledgers credit limit, the limit itself, the balance which denotes the invoiced orders that they have yet to pay, the committed which is the value of orders that have been placed but not yet invoiced,...
Guest 4 months ago in Exchequer 0

Display quote total net weight

Currently the weight of indiviudual products can be displayed on the quote, what would be more helpful is if the total weight for all the items was also displayed at the bottom. This would assist with shipping charges, especially with internationa...
Guest over 2 years ago in CRM App 1 Likely to implement

Product search page in a quote should have a function to sort and filter whats in stock

the current sort of SKU or description is a bit pointless as sales have to scroll through pages and pages to find the items in stock? a simple filter and sort function in the stock column is needed
Guest 5 months ago in Product Management 0

Customise dashboards

A lot of customers like having the ability to customise what is on the dashboard when they first open the CRM. This should include lists of data, key figures and graphs. There should be a default dashboard configured for the "All Users" team (Defa...
Dan Bryant about 7 years ago in  6