• Votes

    2

    The CRM Relationships need to roll up or down from Person to Company ...

    In CRM when I do a relationship (Say the relationship between one of my customers and their IT Hardware/Service provier or Accounting Firm) I have to either set the ...
  • Votes

    5

    CRM - Allow customization/more configuration for Outlook Synch

    Allow mapping of fields between CRM/Outlook. This can be per-user or system wide. Also define what gets synched on a per-user basis. For example a user might not want ...
  • Votes

    11

    CRM- Summary only reports

    To be able to build a report but ONLY show the summary results. i.e. I want to see the count of people in the state of Texas who are Customers. Now you have to display ...
  • Votes

    3

    Track Billing Hrs inside of CRM and to be able to report on it

    Why can't we do this?
  • Votes

    8

    CRM - User be able to re-arrange tabs

    Allow the user to re-arrange the order of tabs for an entity. They are allowed to show/hide which is nice, but some users access the tabs in different orders depending on ...
  • Votes

    6

    CRM Opportunity SummaryTotal for Quoted amount should include the ...

    We use both types of quotes and the summary for an opportunity will not summarize both types of quotes.
  • Votes

    7

    Sage CRM - Prevent New User button being clicked if over user limit.

    This is a minor annoyance but would be nice if instead of allowing me to click New User , enter a new user's details and then give me the error stating I'm over the user ...
  • Votes

    6

    CRM - Show Task List on Calendar Month/Year View

    Show Task List on Month/Year view of Calendar. Currently only shows on Week or Day view.
  • Votes

    16

    CRM - Schedule Reports to Run and Email

    Allow CRM reports to be run on schedule and delivered via email in desired format (PDF,HTML, Excel, CSV). Allow users to "subscribe" to reports or determine when they ...
  • Votes

    5

    CRM - Show if field is set to Required on main field list

    Under customizations->table->fields show if the field is set to "Required" in the main list. Often when doing Data Uploads it's hard to determine if fields are required, ...
  • Votes

    12

    Order Inquiry>All Orders

    Ability to search on a specific order number within Order Inquiry>all Orders. We can search on date, but if the customer has alot of orders you have to scroll thru them, ...
  • Votes

    2

    Separate security profile settings for documents and communications

    Setup separate security profile settings for documents and communications. Need ability to give users access to communications, but not documents, or to view documents ...
  • Votes

    5

    CRM - New Report Design - Fields in the Select Column needs to be in ...

    Designing new reports in CRM - the fields to choose from for the query are not alphabetized. - writing a new report is just frustratingly slow.
  • Votes

    4

    CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity

    When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...
  • Votes

    8

    Allow a user to view the Customer On Hold status of an A/R Customer ...

    If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRM
  • Votes

    15

    Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...

    For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.
  • Planned

    11

    CRM - Find OE Orders from Main Menu Find

    Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.
  • Votes

    3

    CRM - SData filtering in Dashboard widget

    When creating an SData widget there is absolutely no way to filter it. So for example if we want to show some open orders from a Sage accounting system via SData feed, or ...
  • Votes

    6

    Have control on the number of decimals for numeric and Currency feild

    Permit to control the number of decimal to show, in a screen. In some case we do not whant to see 6 decimals across the CRM but for unit price we do.
  • Votes

    4

    CRM - Dashboard email action - display in popup instead

    In the new interactive dashboard, if you choose to use the email action within a list, it brings you to a new page to send the email. Once finished the entire Dashboard ...