Feature Requests

Request a feature, report a bug, or share your feedback.

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  1. Dark Mode

    Please add Dark Mode for Web & also for mobile apps.

    #441Vikas S

    3

  2. Integration with Bank account. .

    Integration with Bank account. I was told while purchasing the subscription that the feature of integration with bank account will be rolled out soon through which we will eb able to make payments also. Is it working? Like Bankplugin works with Tally.

    #956Naveen K

    0

  3. Please add an option to select the Project Location in the Delivery Note.

    Please add an option to select the Project Location in the Delivery Note. Additionally, for future requirements, under a single company we should be able to identify and filter delivery notes based on the specific project they belong to. This will help us track deliveries by project when multiple projects exist under the same company.

    #1478Musthafa A

    0

  4. All actions in single tab

    New tab is opening every time clicked on a button. This is frustrating and the browser is getting filled with multiple tabs. The action should happen in the same tab rather opening another tab.

    #1477Sukhender Reddy A

    0

  5. QR code as Payment Option

    Using a QR code for payment processing is faster and more accurate. Eliminates wrong numbers as payment reference.

    #1476Emil E

    0

  6. link Purchase order to leads

    In order to keep each case and all its processes at one place , please make possible to link converted purchase order into leads workflows. This could help when receiving an inquiry from a manufacturer and creating the suitable quotation to the customer to convert it into purchase order in order to fill down the received price and attach the quotation itself in it. Hence we will have the buying price inside refrens when the lead is at stage contacted and also the original quotation from the vendor safe

    #1475Десислава Богданова S

    0

  7. in Lead

    Sort and Multi search should be on all the columns. As we have to sort and search Organization name. in fact all modules.. all grids should have this feature

    #1474Sachin W

    0

  8. Global keyword searches

    I want to be able to do a keyword search and Ref search

    #1156David M

    0

  9. payroll and hrms software

    payroll and hrms software

    #617finance

    0

  10. Saving Sets of Terms and Conditions for Different Product Categories and Documents

    Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

    #936Shubham Mishra

    0

  11. Packing List

    Create Packing List along with invoice. Packing List - Shipping by sea/air, number of boxes, dimensions and weight. For reference: incodocs.com

    #1348Unify S

    1

  12. Letter head

    kindly make an option there we can type letter as we make quotation or DC etc

    #1118Uzman S

    1

  13. Customised WhatsApp Campaigns

    i want to add automation. e.g. on lead entry, one whatsapp message should go the lead number. smilarly on mect day, 3rd day, 5th day , whatspp message should go automatically. I have wait.io, but your software is not compatible with wati.io or any other whatsapp api

    #897Rajesh M

    1

  14. Better Dashboard

    A Customizable Dashboard wherein we can see immediate Reports like: Number of Leads added this week, Number of Invoice / Week / Year etc... Dashboard should include such Charts and more...

    #1278Kollatrr

    0

  15. GST rate according to HSN Code

    I think at Refrens it must give users a feature like a error should be shown if a product or item is put in the invoice and by mistake if wrong GST tax rate is put for a HSN code of actual different Tax rate then it should verify and show error for manual entry mistake and should notify and to change it to correct GST % Tax Rate? Don’t you think this as game changing and very useful tool for all your clients?Because I don’t think any one till now provides such service?

    #1349Sarthak K

    0