Please calculate the margin within the Hub like this: (sell rate-buy rate)/buy rate and not as a ratio of the selling rate. 15$ markup on a buy rate of 100$ should result in 15% margin and not 13.04%.
As an operator within the Hub,I would like to be able to set the status "Quoted" for requests that have being quoted, so that I can track better, what still need to be done.
As a freight forwarder I want to offer rail as another transport mode on my customer portal, so that shippers can requests quotes and track their rail shipments. Should be possible to activate/deactivate transports mode within the QWYK Hub
General Description For Opportunities that were generated from the Lead Conversion Process, add the generating Lead's Source field as filter to the Opportunity list view and Opportunity Export. Current Functionality Opportunity records can be crea...
General Description Allow customers to define Activity Types in the CRM Setup. These new activity types should be selectable in the Activity Activity Type Drop down and appear in the Activities Report & Analytics. Allow customers to hide activ...
General Description Enhance the CRM so that, for Leads where a Group has been assigned, when the Lead is converted any Account and Contact created will get assigned to the same Group value as the Lead has. Current Functionality Groups allow users ...
It would be great if the Importer accounts could have file folders under their docs to separate the USMCA forms from other account documents such as POA. This would allow better organization and visibility of the account documents
General Description Enhance the CRM's Outlook integration to support drag and drop of emails to the CRM as new Activitites and allow users to determine whether to automically include emails based on subject or email chain in addition to the curren...
Programatically verify that account exists in Lead Conversion
General Description Modify the Lead conversion process so that the CRM checks automatically if the Account created as part of the Lead conversion exists or not. If it doesn't then create it, if it does then link the created records to it. Current ...
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