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Ability to set backup email if salesperson is not set and order is confirmed by customer

We should be able to set a backup email in case the salesperson isn't set. Sometimes customers start a basket on our website, which we then need to look at and take over the quote and one of the customer service assistants forgets to set the Sales...
Guest about 2 years ago in CRM App 2 Already exists

Sequencing for Drop Down Items

Customers would like to sequence the lead type options rather than it appearing in alphabetical order as with other drop down options. A default option or maybe by dragging & dropping the order within the configure view.
Guest about 6 years ago in  1

CRM web ui shows product images (cool) but the thumbail size is usually too small to be very useful... add a zoom

We should add a click-to-zoom to the product image in the CRM. This should open a popup. Probably worth doing in such a way that we could add more images in the future (so a proper popup rather than just a lightbox type thing??). Should work on@ a...
Andrew Ardron about 6 years ago in  2

Town / Suburb / City field needed.

Using a more appropriately labeled field will make it a lot easier to locate when selecting fields for reports. Once reports are generated the heading will be more descriptive of what it actually is, instead of being 'Address Line 5'
Guest about 2 years ago in  0

Prospect Inbox/Panel for new non directional prospective emails

Emails which are BCC to Prospect with no linking contact within Prospect become void and are lost. Other CRMs incorporate a side panel or inbox to accommodate these emails with no contact link which can then be changed or deleted as the customer r...
Guest about 2 years ago in Admin Portal 0

Telemarketing Option

A customer would like to start using the CRM to generate Telemarketing lists of contacts. They like teh way that Campaign Activities can track which leads have been generated from that calling. However, they said it would be useful for the target ...
Guest about 6 years ago in  1

Colour Code the Confirm and Cancel buttons on the quote page, or separate them into different areas

Currently the Confirm and Cancel buttons on the quote page are side by side. We have had a number of sales staff that have accidently hit the Cancel tab when they wanted to confirm the quote. My suggestion is to make the Confirm tab a bold green a...
Guest about 2 years ago in CRM App 0

Add a 'Confirm or Save your changes' tab

It seems like changes are too easy to make in Prospect and users are not even aware that they have made those changes. I feel like there a number of issues that could be avoided if there was a ‘Do you want to save your changes’ pop up that appeare...
Guest about 2 years ago in Other 0

Integrate to QuickBooks Product Bundles

Within QuickBooks you can setup product bundles, this could be a bundle of the same product or of multiple products. You add one line for the bundle but the stock allocation is then assigned correctly depending on what is in the bundle.
Guest about 2 years ago in Quickbooks Online 0

Set Discounts when updating pricing

When you are resetting Cost and Prices this updates all the fields at once and as such it also resets discounts back to 0%. It would be helpful to keep the levels of discounts previously applied whilst resetting the other fields.
Guest about 2 years ago in  0