Might be useful for Key Users or have an opt-in scheme to have the new release notes be emailed to customers or have a better way of informing users of upcoming changes. The notification that comes up in the '?' is small and usually overlooked and...
Notifcation when email address is added to SendGrid Internal email suppressions list
When an email is sent out via SendGrid, internal we and the customer have no tracking for these email available in their workspace, for example if a notification email for a new order is not being received our customer would have no way of telling...
Word table options are part of the table, not the table format, and so need applying
See attached image. These tickboxes are assigned to the table in word, they are not stored and set as part of the table style. One of the screenshots attached has the first column formatting applied (which word does by default) and the other looks...
Most sites will have files on the file cache that are referenced on different parts of a site (e.g. JavaScript files that slightly alter default outputs on a page, XSLT transforms etc.). Sometimes you might have to make changes to those files but ...
a tile on the home screen of the CRM which populates with links to all the reports used, in order of usage frequency (over a period of time). You could even go as far as suggesting new reports to users, which they have not used, that are regularly...
Ability to mark certain products as not sellable in Prospect CRM so they are not visible in product searches for quoting and order processing. These should remain sellable in the inventory/ERP solution
Copy quote line descriptions to Unleashed comments
You can change the description of a quote line in CRM and add description only lines. Unleashed doesn't support having a description different from the products so when pushing orders into unleashed, if the description doesnt match it should be pu...
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