Centric CRM 4.1 (Stable and Released)
Core Team
PUBLIC PROFILE
Feedback (Suggestions, comments, etc.)
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0
replies552
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Assets Module
It would be really nice to be able to adjustment the columns displayed. Per example attached, a product/asset description should...
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3
replies539
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Communications Module
We haven't been able to figure out how to create a group that all users are able to see, edit, and utilize, with the appropriate...
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replies561
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Quotes Module
1) There needs to be a way to search for a particular product by any of the identifiable fields. 2) There needs to be a way to...
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replies548
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Product Catalog
There needs to be a way to search for a particular product rather than going through every line item.
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replies570
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Communications Section / Groups
There does not appear to be a way for a Group to be viewed by 'the employee public'. Only by the manager. We create groups that...
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replies511
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Link between Assets & Quotes
When a quote is marked a "win", the products be moved to Assets. Secondary, in the product catalog, have the ability to determine...
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replies496
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Quotes - auto fill information
When you are in an Account, contact and you then enter a quote. As the contact is already identified, we feel their "primary"...
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2
replies549
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Product Catalogue
Is there an easy way to upload a product catalog and not have duplicates? To date, none of our uploads have gone smoothly.
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1
reply561
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Activity types from Log an Activity & Schedule an Activity
The activity Types values from "Log an Activity" and "Schedule an Activity" should have the possibility to be set separatly, since...
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replies533
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Cloning Assets
There should be the ability to clone an asset. Then we would just have to change the serial number, more times than not.