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
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.
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
When we create a future ship order in CMS, we want to be able to tell CMS which items will be shipping together in the same package and have that item:package relationship maintained when the order is fulfilled.
Currently CMS recreates packages during fulfillment, attempting to find the least number of packages needed, and it will ignore any forced package assignments from the original order.1 vote
When trying to find a check in Payment Maintenance, it would be helpful to have a search option for check number.7 votes
We often use the Phone button in the Customer section to keep notes on our calls with our customers. We'd like an easy way to auto-create a follow-up todo based on the call. This follow-up today would be for the same customer and operator. Perhaps a checkbox to select that this needs a follow-up and also have a field for follow-up date (that might default to whatever increment was used last time, e.g. two weeks.)4 votes
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 votes
In 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.)
Vendor (supplier) information in CMS is fairly limited currently. It should be expanded to include additional fields. Fields discussed were minimum order amount, vendor website address and a Notes field.
Please comment on what additional fields you would like to see added to the Vendor record (Setup>Accounting>Vendors)3 votes
We’ve recently added a minimum order amount and a notes field to the vendor record (see 22.214.171.124 http://updates.newhavensoftware.com/v9release_notes.htm#bf).
The others suggestions would also make for good additions.
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