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.

You are limited to 10 votes and you may distribute those votes any way you like, including multiple votes for the same issue. If an idea you voted for is added to CMS, you get your votes back and may apply them to other ideas.

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.

CMS - Suggestions for features and enhancements

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  1. 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 →
  2. Multiple email addresses per company, i.e. accounting@ and name@. Additional field to add extra email addresses in customer record.

    29 votes
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    7 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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
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    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  5. When trying to find a check in Payment Maintenance, it would be helpful to have a search option for check number.

    7 votes
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    under review  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    under review  ·  0 comments  ·  ToDos  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    3 comments  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
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