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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 almost 2 years ago in CRM App 0 Investigating

Tag in Mailchimp on Campaign Activity improvements

The 'Tag in Mailchimp' button on a campaign activity's 'Target Contacts' list adds the entire original list of contacts to Mailchimp, regardless of what filters and/or searches are currently applied for the user viewing the list. This is unclear a...
Guest 3 months ago in CRM App 1

The option to display 12 hour or 24 hour clock time in CRM.

Some customers may prefer to view times on the CRM (such as when you are setting a task) as a 12 hour clock. For users who do not regularly use 24-hour time it is inconvenient.
Guest about 4 years ago in CRM App 1

Global Search on Save to CRM Add-in

It would be useful to have a global search on the save to CRM add-in like the main search within the CRM. This means users don't have to select the record type before completing the search to find the record that they wish to save the email to.
Guest about 5 years ago in CRM App 0

Exclude delivery charge for margin calculations

A customer would prefer if the delivery charge manually entered on a quote can be excluded from margin calculations so that they have accurate gross profit on quotes.
Guest about 1 year ago in CRM App 0

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to hav...
Guest about 1 year ago in CRM App 1 Unlikely to implement

Two way contact sync with DEAR

When a contact is added for an existing customer, this contact should be synced to DEAR. When a contact is added to DEAR for a company that exists in Prospect CRM the contact should be synced to Prospect CRM. The sync doesn't need to be immediate ...
Guest over 2 years ago in CRM App 0

Automatically Log a Case within CRM for every new email

A customer would find it useful to have integration with Outlook to automatically log a new case within the CRM for every new email received. I would imagine that you would only want this turned on for certain inboxes such as a shared inbox for sa...
Guest over 5 years ago in CRM App 1

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 over 1 year ago in CRM App 1

Edit default modal for creation screens

Currently it is possible to add fields to an equipment, quote, problem, opportunity, etc creation screen by marking the field as required in the dictionary. However, there are fields that show on these creation screens that are not required and th...
Guest almost 2 years ago in CRM App 0