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room for additional email addressees
Multiple email addresses per company, i.e. accounting@ and name@. Additional field to add extra email addresses in customer record.
29 votes- With a bullet! We’ll begin fleshing this out and determine the most effective way to allow multiple email addresses.
—Tom
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The ability for CMS tstore the dimensions of our most frequently used boxes so our shipping department doesn't have to hand enter them.
We would like CMS to store the dimensions of our most frequently used boxes so our shipping department doesn't have to hand enter them in for every order and can just select the box they are using and the dimensions will load into the Shipping Manifest. UPS WorldShip offers this in the Service Panel under Package: "Package Type".
19 votes -
Some kind of report creation tool.
Although many different reports are available. There's always one more piece of information we would like to have.
16 votes -
When adding a new customer CMS should display other customers that have a matching address
For example, if the system matches the zip code, last name, and first 4 digits in the address to a record that already exists, a window would pop up and tell you that so you don't add that customer again.
15 votes -
Cancelling returns.
It would be nice to be able to reverse/cancel a return that was done incorrectly.
13 votes -
13 votes
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Saving Customer Search Display
The ability to save Column Order & Width in the 'Contact Manager: Customer Search' screen, as you can in the 'Finding a Customer' screen.
12 votes -
Add option to disable "Exit without saving" prompt after every email sent.
After each email you send, the "Exit without saving" message pops up. This gets tedious when you are sending a lot of emails out and never have the need to save them.
10 votes -
8 votes
Comment added suggesting complimentary functionality.
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It would be nice if you can review what was attached when sending an email.
It would be nice to be able to see what was attached when reviewing an email already sent in a customer's history. Even if it was just the name of the file so we can verify that we sent the correct attachment when a customer calls.
7 votesGreat suggestion. We’ve been considering how to deal with attaching files to customer records (like a pdf of a tax exempt form your customer may have sent you) as well as how to retain attachments on emails so they can later be reviewed. Certainly one we’d like to solve. Thanks for your feedback. – Russ
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Payment Maintenance - Search by Check#
When trying to find a check in Payment Maintenance, it would be helpful to have a search option for check number.
7 votes -
Email Shipment Confirmations to Recipients
Currently all email confirmations, order and shipment, are sent to the buyer. This request is to add an option to also or alternately send shipment confirmations to the recipient.
This would, of course, mean you would need to collect an email address for the ship-to address and CMS would know not to attempt to send shipment confirmations to recipients that had no email addresses.
7 votesIn 10.0 this will be available for single recipient orders. The implementation will have to be rather different for multi-recipient orders both from a coding standpoint and what you’d want to send (more of a packing slip with no pricing, for example.)
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Verify Imports Screen
I've been helping with verifying imported orders and it would be so helpful if there were a column that had the ship to state abbreviation.
For example I'm looking through these orders for specific states to process as I have their exemption. So that would make looking through each one much faster.
6 votes -
Allow searching for proforma # after flipped
Once a proforma is flipped to an order, theres no way to look it up by proforma anymore. The order may have changed customer # and the customer sent in the check with the proforma.
6 votes -
Create a new product by duplicating an existing product
Being able to create a new part number from an existing part number so all the settings are the same except for the part number.
6 votesBeing considered for a future release. See comments.
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Make Emailing Quotes a Breeze (instead of a 10-step process)
Auto Check "Bill Delayed Items" for Pro Forma Orders
6 votes -
Miva Merchant ecommerce integration or module
Some form of integration with Miva Merchant websites for order processing and inventory would be great.
5 votes -
Bad debt should be posted in the month of write off.
Currently bad debt is posting in date of order.
5 votes -
Be able to copy the selected Vendor Sku field to all colors/sizes with a button.
currently i have to copy/paste it to every size/sku manually, its a pain.
5 votesExploring use-case
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Paypal Payflow/Payments Pro integration
We use Paypal to process all payments for orders on our website and the net fees are less (and much simpler) than the processor we use through CMS/Auth.net I'd really like an integration within CMS so all my transactions can be through one processor (Paypal).
4 votes
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