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Centric CRM 4.1 (Stable and Released)

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  1. Default user photo
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    Linking Modules
    The Assets and Service Contracts modules should be better linked together. If you identify in the Service Contracts module the...
  1. Default user photo
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    Unnecessary * fields
    To have * mandatory fields at "Best Guess Estimate" + "Prob. of Close" + "Est. Term" is far away from dailly business needs at...
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    Upload capabilities for only 3 images per products is not enogh
    For very simple items 3 images would be enough but there exist many other items that needs much more images to be understood, for...
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    Non existing relationship between Opportunities and Quote
    There is any relationship between Opportunities and Quotes so that when the user issues a quotation for an opportunity this...
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    eMail Subject becomes CAMPAIGN
    When sending a New message to a contact what the user writtes in the field SUBJECT it appears at the messages overview from this...
  1. Default user photo
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    Quotes > Search Quotes / Filter - Key items missing
    A search field for users (sales person) A field for a Date: from- to Are much more usefull than searching quotes through the SKU...
  1. Default user photo
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    Pipeline > Search Opportunities Filter - Wrong
    Settings: All types All Stages Status Open All opportunities OWNED BY XXXXXXXXXX Results it comes ALL opportinitiies from ALL...
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    All user´s Items general overview.
    A particular user should be able to choose at the Home Page to see "All users" Items from those who are reporting to him. In the...
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    Incomplete "Action Icons"
    When introducing a task from the Home Page it shows in the overview only the description of this task and in the "Action Icon"...
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    Products W/O Purchasing price but with MSRP ???????
    The MSRP is nowadays within most trading activities an anecdotic refferece with little value. The most important refference for a...
196 results found