Skip to Main Content
Product Suggestions
ADD A NEW IDEA

All ideas

Showing 427

Overselling warning to show when selling more than available

Currently the "Allow overselling of stock when adding quote lines" option will only show a warning when the quantity available is 0. To improve this, it should highlight any row where the quantity being sold is more than the quantity available, no...
Guest 10 months ago in CRM App 1 Shipped

Order creation FAILURE alert

At times the Automation fails to create an order in the Accounting System which could be for a multitude of reasons. It would be useful to have an option to send an email to the user that requested the order to be created, as well as a secondary p...
Guest almost 3 years ago in Integration 0 Shipped

Add Mobile Number to Contact Creation Screen

A customer would find it useful to add the mobile number to the contact creation screen. At the moment they have to update this after they have created the contact record.
Guest about 4 years ago in CRM App 0 Shipped

Send password reset link rather than plain-text password

The Forgotten Password part of the registration plug-in should not email plan-text passwords to people. It should just give you a one-time link with an expiry date/time to set a new password.
Guest over 6 years ago in  2 Shipped

Make surname not a required field

It would be useful not to have to fill in a surname in the CRM. It is more likely that someone will know a first name than a surname and often the surname field will be filled with gibberish if someone is force to fill it out and doesn't know what...
Arthur Ashdown over 4 years ago in CRM App 8 Shipped

Add Enquiry page to Campaign Activity

From a Campaign Activity it's possible to tell which Enquries have come from that Activity. A page called Enquiries should be added to the Campaign Activity record, this page should have a report that shows all non deleted Enquiries linked to that...
Guest 11 months ago in CRM App 1 Shipped

Show column headers on 50+ rows as your scroll down

When you have 50+ rows the column headers don't move down the page as you move down the page. It would be useful to have this to avoid scrolling up and down to see what the column is detailing.
Guest almost 5 years ago in CRM App 1 Shipped

Add Job Title to Contact Creation

This is the contact creation screen when creating a contact under a division/companyA customer would find it useful to add in the job title field to the contact creation screen. This can sometimes be auto-populated by the social search so it would...
Guest almost 5 years ago in CRM App 0 Shipped

Update for Quote Document Description not to be Overwritten

So quote document descriptions are not deleted/overwritten whe selecting the quote document template
Guest about 2 years ago in Other 2 Shipped

Missing images report not present in latest Product Manager

With the new product manager in place there is no option for customers to run a report of missing images. It would be handy if we had a dedicated report for customers to use as part of the standard offering.
Guest over 4 years ago in Product Management 3 Shipped