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Choose document Type for an Imported Document

In Version 6 it was possible to choose which document type you would like an imported document to have. This was selected before you dragged and dropped the document in. In Prospect any document you import gets given a specific type and currently ...
Guest over 5 years ago in CRM App 0

Field specific overriding of QuoteStatus system settings

In the system settings (based on this article http://docs.prospect365.com/en/articles/2860832-preventing-users-editing-quote-records-in-certain-statuses) you are able to set whether records are editable in different quote statuses and can set whet...
Guest over 5 years ago in CRM App 0

Include more fields, including Product Item Quantity Available, in search results when adding lines to quotes

When adding a line to a quote using the simple search where you start typing and products with that description/code return, it would be useful to show other information in that dropdown. An example would be to show the Quantity Available field so...
Guest over 5 years ago in CRM App 0

Scrolling on reports with many columns

When you're looking at a report with many columns, to be able to get to columns beyond the first ones you have to scroll to the bottom of the report to then scroll across (unless you have a mouse that you can use the scroll wheel to get to the oth...
Guest over 5 years ago in CRM App 1

Change delivery address after order confirmed into accounts system

Customers sometimes find that after their customer has placed an order, they may then call up asking to change the delivery address for that order. This can't be done in the CRM after order confirmation so users have to go into the accounts system...
Guest over 5 years ago in CRM App 0

Improvement to UX when building a Quote with many lines

When you've got a Quote that already has a large number of lines on it, if you close that record and reopen at another time, to be able to add a new line to the Quote you have to scroll down to the last line added to make use of the quick search f...
Guest over 5 years ago in CRM App 0 Already exists

Multi Line Order Entry UX improvements - filtering abilities

The Multi Line Order Entry window isn't built such that you can 'Select Fields' or 'Filter' like you can on normal reports so it would be useful to be able to either convert this window into a normal report to allow you to do these things, or just...
Guest over 5 years ago in CRM App 0

Multi Line Order Entry UX improvements - Pack products

When using Multi Line Order Entry where the products you're adding have pack sizes set in Prospect you have to use the toggle to select 'New Pack' and then when you press Add or Add and Close you get presented with a new window where you set the Q...
Guest over 5 years ago in CRM App 0

Multi Line Order Entry UX improvements - using arrow keys to change row/field

It would be a useful UX improvement to the Multi Line Order Entry window to be able to use the arrow keys on the keyboard to change the row that you're on in that window (up/down) or change the field that you're editing (right/left) which you can ...
Guest over 5 years ago in CRM App 0

Make it more obvious when Basic Data Import Fails

Sometimes the Basic Data Import fails due to missing information such as the marketing preference flags. The basic data import does helpfully state this in the error message but it doesn't make it clear whether the import has failed entirely or ju...
Guest over 5 years ago in CRM App 0