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%.
Presently the system will print the 7501 and indicate a message on the dashboard. I would like the message to still appear on the dashboard but the 7501 not print. Once the 7501 prints the entry is added to the auto billing platform. This causes c...
entry audit report by user/transaction stats by user
for internal review purposes of entry writers in the office to see how many rejections they are getting when submitting. this is important for performance reviews. having a report that we can easily see that even if they went in and fixed it and e...
Hello Dear Magaya, I am thinking something that if can be done it will increase our efficiency. Is there a way we can auto generate the name for the files? For example, the 7501 's name will be like this if we want to download it. 00516563_0 And w...
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 ...
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...
0
1
Will not implement
