When looking at a quote or sales order a small view of the document is shown and to see it, we must click to view in Word. Why can't the small view be made bigger, so it is not necessary to view in word ?
Some customers request we send them repeat orders based on what they've previously ordered without us having to contact them or vice versa. A function where we can create an order template/quote in the CRM, and set a time/date for this template/qu...
Using Custom Delivery Charge Endpoint auto-set no delivery if you have the option for collection / no delivery
If you have the option selected to allow no delivery / collection - the quote has this value defaulted so you have to untick to calculate delivery charges. This option makes the custom delivery charges very annoying to use and each time you need t...
Update Leaderboard based on Invoiced Sales (or allow client specific designation)
Currently the leaderboard only pulls in sales data that is placed through Prospect while the Revenue tile comes from Invoiced sales. Can we either 1- change the Leaderboard to pull from Invoiced sales just like the Revenu tile, or 2- Allow our man...
Unleashed has not only the sales invoice details, but also a tab for shipping. Clients ask sales associates all the time for this detail, but we are unable to view this at the moment in Prospect.
Currently the only plug-in that supports CAPTCHA is the contact registration plug-in. Some sites have other forms (e.g. Contact Us) that have no captcha and are being spammed.
A customer has turned on web do not allow split, but the user can still type in 1.5 into the quantity box, giving the impression they can order half of something. Would be nice to able to restrict the values that can be entered into the qty box
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