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CRM App

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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 about 3 years ago in CRM App 0

Restrict Users from changing Product Price on quotes

It would be good to restricts Users from changing the price of a products on quotes or at least set a minimum value for the products to avoid selling them for the wrong price.
Guest about 1 year ago in CRM App 5

Change quote parent from Contact to Opportunity

It would be useful for customers to be able to move the parent of their Quotes from under a Contact in the CRM to be under an Opportunity instead. Currently the change parent functionality only allows you to move Quotes between Contacts and Divis...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

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 about 3 years ago in CRM App 0

Add date fields to report grouping

Having the ability to group/summarise by month is unbelievably powerful. For example, 12-60 month projections can be made using the Estimated close date. Or past sales performance can be compared to check the improvement of a sales person over time.
Guest almost 2 years ago in CRM App 1

Voice note entries for Activity Feed/Notes

Specifically helpful for sales reps on the road- ability to select a voicenote update on the contact/opp/problem record and add a note that is than transcribed and added to the notepad
Guest over 1 year ago in CRM App 0

Add Date Range to Top Product Reports

A customer would find it useful on the top product graphs in the sales analysis page to filter by a date range. E.g. for orders placed between 01/01/2021 - 31/12/2021.
Guest over 3 years ago in CRM App 3 Good idea awaiting more votes

Packs that are smaller than the unit - i.e. decimal packs

A lot of customers have products setup where the "standard unit of sale" isnt the "smallest unit". e.g. I sell steel tubes by the metre, but the product is set up to 3 decimal places so that i can also sell in mm. In the accounts system a qty of ...
Guest about 6 years ago in CRM App 2

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 over 2 years 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 almost 2 years ago in CRM App 1