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Merging of accounts

Making a way on the back end to find two similar accounts and suggest a merge between them in the CRM, and allow users with permissions to merge accounts that they have.
Guest 5 months ago in  0 New Entry

Multi layer nesting of accounts

This would be useful for tracking and managing larger accounts with multiple purchasing levels to increase account penetration. For example, I have a University where from the top down procurement is as follows: Purchasing -> Warehouse ->Col...
Guest 5 months ago in  0 New Entry

Rewards & DDMS Integration

I would like to see the reward items synced up with DDMS. Then we could show the stock count (& customers could decide if they want to order if we are still out). We could also have items sent directly through to DDMS, allowing for a smoother ...
Rebekah Tiberend 5 months ago in  0 New Entry