Filter summary field for groups in report builder functionality
A customer would like in the report builder to be able to add a filter for the summary field for groups. For example they could add a filter to only show divisions that have a total purchase value of a specific range.
CMS - View Basket - Option to output Checkout button at the bottom of the table, or at the top or both
Currently the checkout button is outputted at the top of the basket. A customer has asked if it is possible to move this to the bottom, as their customers can add a lot of items to there basket, and if they scroll down to check they then need to s...
We really would like to be able to have problem types by specific departments in our team. For example, if we select problem type 1 to be Accounts then I would like only the people who are involved with accounts to see these. It would be nice to b...
Currently the Product History Plug-in does not allow you to add mulitple items to your basket in one go, you have to add the items individually. This process is hampered, as each time you add an item you are returned to Page 1 and not the page you...
A customer has made the suggestion that the CRM should have an option to manage who can upload and delete from the library. Only a select amount of users should be able to manage the library to avoid any confusion or mistakes with deleting documen...
Continuity and traceability. Each change or version of a quote should have a number that carries over to the next e.g 4193/1 4193/2 etc but other documents relating to that quote have their own numbering
Guest
over 3 years ago
in CRM App
2
Already exists
A customer would find it useful to put the extended description in a different Font Styles to the product ref, quantity, price etc. For example the Extended Description comes through in italics.
Allow Admins to access Private Reports for Unlicensed Users
If a user leaves a company and their access is removed, any private reports they use are no longer accessible. When making a user unlicensed, there should be an option to move these reports to a new user or make them public.
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