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Quote Table Dynamically Change when Discount is Applied

It would be great if the quote table dynamically changed to show a discount column when a discount has been applied to the quote record. Currently, you would need to separate document templates to achieve this. This enhancement would need to be a ...
Guest over 5 years ago in CRM App 3

Remove or flag quote changes if card payment has already been taken

Currently in the CRM you are able to take a credit card payment, and then make other changes to the quote i.e. amend the lines, or add a delivery charge, before confirming the order. This leads to doscrepancies between what the customer has paid a...
Guest 12 months ago in CRM App 1

Add default delivery note to company address

Add a delivery note to the company address field that automatically populates the delivery note field on the quote, which could then be overwritten if needed.
Guest over 1 year ago in CRM App 1

Track deleted records by user in user activity

Currently, there is no tracking in the user's activity page that would show an overview of the records they have deleted. This would be a useful improvement to help monitor if/what records are being deleted by users.
Guest over 1 year ago in CRM App 0 Investigating

Save button for activity filters

A customer would find it useful to save the filters applied to the activity. E.g. if you filter to just show notes, to then have an option to save this filter. Currently it is removed when you go to the next record.
Guest almost 3 years ago in CRM App 0

Automated flows to send email follow-up and chasers based on CRM triggers

Many B2B operating businesses would benefit from automated emails being sent out, following on from CRM action. For example, if an order is confirmed and sent through to their accounts or inventory management system (Unleashed or Xero etc.), this ...
Guest over 5 years ago in CRM App 7 Planned

Quote for a range of products that is not a possible order

We often create a quote for a customer say for their full range of products that they may not want to place an order for now. Whilst this is an opportunity it isnt a possible order and we find the way that ProspectSoft works now sets this up so it...
Guest about 2 years ago in CRM App 1

Include documents added in Activity entity in reporting

To make a report from the Activity entity it should include other information from notepad e.g. documents added to give a complete overview of the users activity in reporting
Guest almost 3 years ago in CRM App 0

Quote document merge fields to respect decimal points configured for custom number fields in CRM

Currently, if you configured the decimal points for custom number fields in CRM and use their merge fields in document template, the generated template will not populate the expected decimal points. It will be great if the Word merge fields code c...
Guest 3 months ago in CRM App 0

Set Delivery Charges based on Weight

A customer would find it useful to configure delivery charges which are automatically calculated based on the weight of the product. They would still need the option to manually type in the delivery charge if the automatically calculated delivery ...
Guest over 5 years ago in CRM App 1 Investigating