Product Suggestions
ADD A NEW IDEA

CRM App

Showing 1257 of 2694

Editable Unit Sell price on copy quote lines

When copying quote lines from another quote, in the quote grid, can we have the Unit Sell price as an editable item. The Unit Cost already is so making the sell price editable makes sense and would avoid the need to alter the quote once the lines ...
Guest over 5 years ago in CRM App 0

Import Allocated Stock Level for Sage

Within Sage you can allocate stock to allocate quantities of stock to a project or for use elsewhere. This prevents the stock being used for something else. Here is an article on how this works- https://ask.sage.co.uk/scripts/ask.cfg/php.exe/endus...
Guest over 5 years ago in CRM App 0

Add "change company type after x orders"

we have a great feature to change the company type on first order, or on customer lapsing - shown here: https://www.loom.com/share/21b70a44ab654b24b48e949cb754858d But, in wholesale and distribution, there's a big difference between a B2B cust...
Guest over 5 years ago in CRM App 1

Setup fields that need to be filled in before being able to confirm orders

Some processes require fields to be filled before being able to confirm an order. e.g. Customer order Reference We could make this mandatory currently with the customise options but this would be prompting all of the time. it would be nice i...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Option to auto expand top group or all groups on a grouped report.

For display purposes group reports work well. However it would be nice if you could have the option to either expand the first group or all groups.
Guest over 5 years ago in CRM App 0

Storage area for email signature images

Currently we have the option to re-size an image for an email signature using styling. This is not compatible with all email clients - so sometimes the images will come through their original size. Advice is to make sure the image is the corre...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

User Permissions for the product creator

A customer would like to start using the product creator however they wouldn't want all users to be able to create products using the product creator. The reason why is that only certain people within their organisation can create products so they...
Guest over 5 years ago in CRM App 0

Document Type Codes to allow . (FullStops)

In version 6 user were able to use full stops in there codes e.g 6.1784 This allowed specific formatting to be used to keep document types together.
Guest over 5 years ago in CRM App 0

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