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.

Our company uses Mail Chimp for email marketing. I'd love an easy way to manage unsubscribes & hard bounce emails to keep CMS in sync with Mail Chimp.

We would like to be able to see a section where we can see To-Do's sent to other departments and users, and if they've been handled or voided, etc. so that we can follow up on To-Do's

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.)

This report is great, but does not cross reference components that are apart of kits within kits. Once we build a kit most, if not all, the components for that kit are used and promptly show up on the items to reorder report. We would just like the report to illustrate that shoe laces are NOT out of stock if they are part of the kit, that is fully stocked, that combines laces with shoes and a box.

When you are in the Temp/Pro-Forma management screen and you click into an order, the manager closes. So if you want to look at another one, you have to start all over again.

Add default order entry warehouse to workstation specific section so order entry can skip that field. Also gets around having to rename a warehouse it its priority changes.

Make email address a required field before saving and order & if not available to be able to check a box (e.g., opt out button) so can save and we'd know not to ask again.

It would be helpful if the user could set a required form as not printed. Setting a required form as printed so that it does not print again makes sense and is needed. But if the form gets printed/viewed by mistake, it would be very helpful to be able to set the form as not printed. To help minimize the risk of doing so, there could be a user rights setting which would allow only a certain few to set forms as not printed.

Ability to rename a warehouse or rank it so a default is always selected,

add menu selection on an order that creates PO's for an order based on all backordered items on that order, or after you hit Create new PO, have a "from order: _____" that pulls b/o items on the po for the vendor selected.

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)

Plugin in CMS for Walmart orders to import orders and export shipping information, similar to Amazon.

Search for invoice by dollar amount, for example if you receive a check and don't now to which invoice it should be applied.

Now that HUC is in place and Batch Approvals can be processed by order date, there is one more feature that is needed FIFO fulfillment. Currently Batching only looks at the invoice date and not the order date. In order for CMS to provide better FIFO, we need Batching to allow us to sort the list by original order date just like the Batch Approvals.

I sometimes need to make a small tweak to the SQL code in the "Invoice Filters". However, currently there is no way to "View SQL" code in the "Invoice Filters", only the "Customer Filter". With "Customer Filters" I create a filter, then "View SQL" code to make small changes, and copy and paste into "Write Own SQL". Not knowing the table structure, this makes it very easy to do this. .But the "Invoice Filters" do not offer this option.

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.

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.)