Please add a download or a forward button to the new record created in the Enquiries (Preview) screen. This enables us to forward the original form that the customer completed online to an external email address - currently the only way to forward...
As a user if a company has multiple delivery addresses when I have created a quote and I want to select a delivery address it would be useful if the list of delivery addresses displayed the name that has been specified for the addresses. At the mo...
A customer will find it easier and useful to be able to change the equipment item that the problem was logged underneath. At the moment they are only able to relate another equipment item to the problem, or recreate the problem under the desire eq...
Unable to hide just the cancel button. Hiding the quote status will stop users from cancelling quotes but it will also stop them from confirming them. A customer has requested functionality to allow quotes to be confirmed without them being able t...
Guest
about 4 years ago
in CRM App
1
Already exists
It would be useful to see how many quotes, leads, relationships exist for each record type at each level without having to click through all the tabs. The screenshot describes it better :)
Guest
over 6 years ago
in
0
Good idea awaiting more votes
Take a look at this gmail plugin to see a much nicer interface
Note - it starts of just by surfacing the contact details in a nice simple screen, with actions for "open in CRM" and for "Store in CRM" (or already stored).
https://capsulecrm.com/bl...
Andrew Ardron
over 6 years ago
in
1
Good idea awaiting more votes
When creating a new quote/ sales order it would be useful as a user to be able to set the billing address. This should work in the same way that the shipping address can be set. A user should be able to select from one of the available addresses f...
1
Good idea awaiting more votes
