When adding contacts to a Campaign from the contact record, it would be useful to have a recently used list of campaign activities. At the moment you have manually search each time.
Nearby Report to show the current customer when on map
So currently when you use the show on map feature for the Nearby report you can see all the nearby customers but you can't see the customer address you are currently on. It would be great if there was a red icon or something to notify you as to wh...
It would give a quick indication as soon as you opened the record of how the opportunity was progressing. The User would have the ability to change these colours within the system settings
Ability to "collapse" quote line groups in quote table
When sending out a document using a quote table and quoteline groupings, it would be good if we could have an option to "collapse" the groups so that rather than showing each individual line, it would show the Group Description, and then total value.
Increasing/ decreasing sales by magic matrix category
Currently the increasing/ decreasing sales report is grouped by customer, it would be good if this same data could be reported on based on magic matrix category and product category.
The BCC option to save emails into Prospect is really useful however when it displays in the activity section of the contact's record - it just shows as 'System Added'. It's difficult to see who sent the email without clicking on the email within ...
A customer currently uses Sagepay as the form of credit card payment when taking payments over the phone. They would like to see this as a payment option within the Prospect CRM.
When a customer has filled in an enquiry form there is no way to automate an email going out to them. It would be nice for our customer to send out an email welcoming the people who have shown interest and letting them know that they will be in to...
When using the global search, show exact matches first
At the moment, the CRM will show all results containing the query. We have had feedback from a customer that it would be useful if you were shown results that contained an exact match first.
We have had a customer feedback that they are looking to add a custom field that they can link to users within the CRM. For example, they want to make a custom field that uses the account managers to indicate account managers on a contact by conta...
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