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CRM App

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Report Entity to Include YTD Sales Value, Profit & Total Amount of Orders

A customer would like to report on new customers that started ordering from a particular date e.g. start of the calendar year. Within this report it would include the YTD sales value, profit total & total amount of orders placed. Sales Ledger ...
Guest almost 5 years ago in CRM App 0

Second Confirmation Pop-up when confirming orders

A customer would find it useful to have the option to have a pop-up come up after pressing the Confirm Order button to confirm you wish to confirm the order through to the accounting system.
Guest almost 5 years ago in CRM App 0 Already exists

Automatically Log Calls within CRM

A customer would find it useful to automatically log incoming calls against contact records, including time stamp of call & what line/department they called through to. Would be good if this information was logged in the activity of the contac...
Guest almost 5 years ago in CRM App 0

Geo Location Logging

As well as time and date stamps, have Geo location logging to fill in addresses if creating a new prospect record onsite or onsite meeting reports for sales team and sales management
Guest almost 5 years ago in CRM App 0

Option to Not Save Attachments Separately within CRM

Currently when you save an email via the save to CRM add-in with attachments the email is saved & stores the attachments separating within the CRM (see screenshot). A customer would find it useful to have an option whether to store these attac...
Guest almost 5 years ago in CRM App 0 Already exists

Add functionality for document filenames to reflect text in the document description

A customer has noticed that when changing document descriptions, the document filename (shown on the download button) is not changed. They would like functionality to be added so that any changes made to the document description field will show as...
Guest almost 5 years ago in CRM App 0

Update Prospect Academy Text in CRM Help Drop-down

Now that we're changing the content on the Academy, the text in the Help (question mark) in the CRM needs to reflect this. New text should be exactly as below: Learn the fundamentals of the Prospect solution at your own pace with our free how-to g...
Guest almost 5 years ago in CRM App 1

Post Contact's Email Address into Comments Field in Opera

A customer would find it useful to post through the contact's email address into the Opera comments field when an order is confirmed through. Currently you can just post the contact's name.
Guest almost 5 years ago in CRM App 0 Unlikely to implement

At a Glance at Division Level - Show Profit instead of Turnover or have option for Both

Some customers are not concerned with the Total Sales of a customer, they are more interested in the Profit Margins they are making from a customer. Especially in a business where Costs are moving all the time. The at a glance tab at division leve...
Guest almost 5 years ago in CRM App 0

"Test your connection" page in the CRM

It would be good to be able to test your connection to the CRM database from the CRM itself. This could detect firewall issues and check internet speed also.
Guest almost 5 years ago in CRM App 0