CMS - Suggestions for features and enhancements

Welcome to NewHaven Software’s forum for CMS – Commerce Management System. Here you can review, submit and vote on ideas that you’d like us to consider for future CMS development.

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This forum is limited to CMS. If you have ideas for eCMS or other web integrations for CMS, please visit our eCMS Forum here on UserVoice.

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  1. 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.

    30 votes
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      7 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      14 votes
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        under review  ·  4 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
      • 13 votes
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          under review  ·  1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
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            under review  ·  1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
          • 8 votes
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              1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
            • Fix Postal Presort

              If you want to use Satori Mailroom Toolkit, you can't because Postal presort broke a few versions ago and still hasn't been fixed.

              4 votes
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                1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

                We stopped maintaining integration with Satori years ago because we were not aware of anyone using it – most that were in the past are not using it due to annual cost, or are using external third parties for mailings. If there is demand, we’ll consider looking at updating integration.

              • 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.

                3 votes
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                  under review  ·  1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                • Is it possibe to have a timestamp button in the notes tab?

                  We would love a button in the notes tab that would insert operator and date, or date and time. Then it is apparent who wrote the note and when.

                  2 votes
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                    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                  • TAPI phone system integration

                    We'd like CMS to work with our phone system to support automatic customer look-ups when accepting a call.

                    Could possibly also be used for outbound calling (perhaps make each phone number a link that could be clicked on to call.)

                    2 votes
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                      under review  ·  2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                    • Consistency in lists order of appearance

                      In Setup>Advertising>Catalog, the catalogs are listed in alphabetical order. In Contact Manager>Catalog>Choose Catalog, the catalogs are listed chronological order. We'd prefer alpha in Contact Manager like they are in Setup.

                      1 vote
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                        under review  ·  1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                      • History of items purchased by customer in contact manager

                        It would be really helpful to have a link to a customers purchase history in contact manager. Perhaps see the Top 20 items they have purchased based on quantity. Or have a quick link to report that shows their history of items purchased for just that customer.

                        This would be very helpful when organizing customer call outs to generate sales.

                        1 vote
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                          under review  ·  2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                        • Warning prompt if accidentally enter discounts greater than 100%

                          If a salesperson accidentally enters a value greater than 100% as a discount, it would be great if a prompt or alert popped up asking if you really wanted to enter a value great than 100%. For example, if they go to enter 30% in a hurry and accidentally fat finger it an hit 300%. If this is not caught at the moment the order is taken, it can be hard to catch later.

                          1 vote
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                            0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
                          • Be able to produce a percentage based on RFM (recency, frequency, monetary).

                            We would like to rank our customers based on RFM. We would like to assign a percentage to each of the categories where we think is the rating of each.

                            1 vote
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                              under review  ·  0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
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                            CMS - Suggestions for features and enhancements

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