Feature requests

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  • Bulk selection for all sections and add bulk delete option

    There should be bulk selection options selecting projects, proposals, Expenses, Purchase tickets etc... projects or other items can be selected and do bulk delete ... Actions to clone projects, proposals, Expenses, Purchase tickets

    salmanul f

    0

  • Customer/Vendor/Material Form view

    As discussed, we will move from side panel to form creation screens. The form will have basic details to be collected. like customer address, name The side area where the log shows.. will cover details like Tax/Disc class, Shipping/Billing address We will introduce profile upload/Product upload via the new file uploader as a feature. The over view with the data table will remain the same mostly The update/view of the master data will also remain the same, copy of /create view will bcom the update view.

    Leonardo
    #SuiseCRM SaaS

    2

  • Super Admin - Companies Design Update

    In Super Admin - Upgrade the Design of Companies section to be similar with the regular user - Customer Design, by having a single customer view section with tabs, to view customer basic information, Tabs user tab will allow super admin to add users on behalf of the company, incase they need assistance, invoices tab will help centralize the invoice by company/customer Packages tab, it will make it easier to see what current package the company is on, and be able to show a history of upgrades and downgrades Account Tab, similar in design to Accounts tab, it will show invoices and payment linked to the customer, similar to a statement. it will help report if the company is paying their invoices. Buttons section

    Bonani
    #SuiseCRM SaaS

    0

  • Reminder Module

    Please add a separate reminder module to sent sms or email to particular customer with integrated custom fields Features: • Document expiry reminder • Different values & parameters for different documents • Upload any custom document • payment reminder • Set reminder like, Before 3 months, Before 1 month, Before 2 weeks, Before 1 day, on the day etc.

    salmanul f

    0

  • Sms Module for all email templates

    Please include an sms Module When creating any Projects, Proposals, Tickets, Invoices, Deposits ect.... option to sent sms Options to Sent sms if selected Invoice Reminder Notice template Send SMS when invoice reminder notice sent when send invoice to client primary contact. Invoice Overdue Notice template Send SMS when invoice overdue notice sent to client primary contact. Invoice Payment Recorded template Send SMS when invoice payment is saved. Estimate Expiration Reminder template Send SMS when expiration Estimate sent to client primary contact. Proposal Expiration Reminder template Send SMS when expiration reminder send to Related Proposals. Purchase Notice template Send SMS when Purchase confirmation/update stock notice sent to Purchase payment Notice template Send SMS when Purchase payment confirmation notice sent. Purchase Return Stock Notice template Send SMS when Purchase return stock notice sent. Purchase Return Stock Payment Notice template Send SMS when Purchase return stock notice sent. Transaction Record expense/deposit/transfer template Send SMS when Transaction Record expense/deposit/transfer notified for reminder. Staff Reminder template Send SMS when staff notified for reminder.

    salmanul f

    0

  • Update profile feature for Customer Section

    Please add update sessions for customer profile including Update password Update Username Update Email (Optional)

    salmanul f

    0

  • Various Financial modules Fixes

    Invoice Fix 1- bank as a payment method is meant to be an offline payment option. but 2 - when you create an invoice and select bank as a payment method, and then go to print pdf or download pdf, the bank details don't show on the pdf, which doesn't make sense, because the banking details, bank name, account, etc are meant to meant to appear on, otherwise why would you have bank as a payment option and send/print/download an invoice pdf Payments Module Fix 1 - Super admin/Packages/ Removing the * Required field for Stripe, not all of our countries are supported by stripe. 2 - adding a Series Limit entry field to each module, (needs each user instance to have its own series table) this will help push users to upgrade in packages

    Bonani
    #SuiseCRM SaaS

    3

  • New Finance Modules (Debit order,Credit order)

    Credit Note - Adding a credit note module, this will allow users to credit an invoice, add to the balance owed to a customer and allow this credit to be used in future invoices. and it will give the system better financial system capability. Debit Note - Adding a debit note module, this will allow users to debit a purchase, add to the balance owed to a user by a vendor and allow this debit to be used in future purchases. and it will give the system better financial system capability.

    Bonani
    #SuiseCRM SaaS

    0

  • Different Series Tables per front end customer/user

    Every customer should have their own series table, and not all be linked to the super admin single series table. this will allow a single front end customer to know what invoice/expense/project, etc. number they are truly on.

    Leonardo
    #SuiseCRM SaaS

    2

  • Let invoice number be independent for every company.

    And orders, tickets, clients, any counter should be linked to a company. A just created company 2 can't start with the invoice 99 because company 1 has made 98 invoices before...

    Leonardo
    #SuiseCRM SaaS

    1

  • Reports Upgrade

    Adding a Trial Balance Statement Report linked to Accounts with Export to excel & print functionality. Adding a Profit and Loss Statement Report linked to Accounts with Export to excel & print functionality. Adding an Inventory Statement Report similar to Accounts with Export to excel & print functionality.

    Leonardo
    #SuiseCRM SaaS

    0

  • Upgrade Accounts into Chart of Accounts function

    When creating an invoice / deposit / expense / purchase, in the right side (billing details or replace activity feed), Adding Accounts Dropdown selection in 1 for Account to Debit, 1 Account to Credit. This will instantly add real accounting function to the system

    Leonardo
    #SuiseCRM SaaS

    0

  • Super admin Menu system

    Similar to Perfex, a menu controlling section, that can control the left side menu and the positions of those items, this will allow easier editing of menu button names, creating of menu dropdowns, moving menu buttons, for greater customization. and it will control both super admin and regular user system menu

    Leonardo
    #SuiseCRM SaaS

    0

  • New Seperate Client Registration

    1- Allowing clients to register 1st, and have their own client section, with a vendor button, where they can select various vendors from the system, and then they can see what current client section shows. this will allow for one client to have multiple interactions with different vendors without needing multiple logins for the same Saas system 2- from user side, when adding a client, you add them via email address only, and if they appear in the list, then you just "granting them access"

    Leonardo
    #SuiseCRM SaaS

    1

  • Update + Catalog Updates

    Improve the catalog update procedure to also include dynamic db fields. Allow user system to be remotely updated along with existing SaaS client data.

    Leonardo
    #SuiseCRM SaaS

    0