Feature Requests

1 vote

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.

Planned Category: Suise CRM 0 comments
1 vote

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.

Planned Category: Suise CRM 0 comments
1 vote

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

Under Review Category: Suise CRM 1 comment
1 vote

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

Under Review Category: Suise CRM 0 comments
1 vote

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 …

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Under Review Category: Suise CRM 1 comment
3 votes

Customer/Vendor/Material Form view

As discussed, we will move from side panel to form creation screens. 1. The form will have basic details to be collected. like customer address, name 2. The side area where the log shows.. will cover details like Tax/Disc class, Shipping/Billing address 3. We will intorduce profile upload/Product upload via the new file uploader as …

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Started Category: Suise CRM 0 comments
6 votes

Nota Fiscal

Ola gostaria de saber se tem como implementar o Modulo de Nota Fiscal neste Sistema CIUISCRM

Under Review Category: Ciuis CRM 0 comments

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