Framework

Hi There, We have scenario where we are setting up Sales Consultant Names by Company Name in Name field where we have actual name of the Sales Consultant in the Reference field. When searching by reference name we do not get any results. Can we ha...

If the call forward is sorted by a date field, e.g. called, it currently displays the actual called date sort, but activities thereafter do not consider forecast dates in the display. If it utilised the actuals then forecasts, a supervisor could t...

Ability to search jobs via phone number and/or email address. Similar to the feature already implemented in The Finance Shop.

I am having difficulty in setting up Communication template with Calibri size 11. Font size available in Framework is not as per the traditional text editing applications. We can get the fonts and sizes as per word, it will make easier to create t...

Ability to see when maintenance work orders (maintenance items) are sent to trades, ability to track this through via the CRM comments screen. This would operate much the same as the SupplierConnect job comment functionality.

Currently the VPB only defaults to the newest one, even when in draft. It would be ideal if admin can set the vpb version of there choice to default when logging in automatically

Nathan has requested that the Onsite Safety - Subscription recipient (Monthly User Bulletin) - not to be sent out on weekend when the 1st falls on a Saturday or Sunday. Can it be sent on the Monday after the 1st? Refer FD#14155

When a call up is done, and you want to enter notes for a trade (i.e enable email notification - not supply connect) you can only put in a small amount of characters and not enough to describe extras you want done for a job.

When items complete with an order attached, it should automatically ask if you want to approve the bill for payment

When you call off an item, it should work smarter (i.e automatically bring up a calendar instead of having to pick 3 or 4 things to get a date to display in there)