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Preview image for PDF files uploaded to the library

Currently, PDF documents uploaded to the library do no show a preview image like the rest of the documents that are uploaded to the library. This would be a nice enhancement to make as it would allow our customer to see a little preview when brows...
Guest 11 months ago in CRM App 3

Option for the Word merge fields code to be updated to add additional syntax to format any of the fields

Numeric fields when formatted in a document shows up in 4 decimal places.
Guest 4 months ago in CRM App 0

Copy Lines from CRM should track custom prices

When you copy quote lines from a CRM quote to the clipboard, it would be useful to store whether the price has been amended from the standard sell price. This uses the "sellpricetype" flag or S or C. Currently, if you have a quote with custom pric...
Guest 4 months ago in CRM App 0

Address lines when creating a new company

When creating a new company the address line for town/ city and state/ region is compressed and added to address line 2 and 3. https://www.loom.com/share/12b270a5541542d6a72873a1348b1fb4
Guest about 2 years ago in CRM App 0

Can set a delivery address for a whole company which is different to a billing address

The CRM can pull the address from Exchequer but we should be able to manually add a default delivery address to the company, not just to each contact.
Guest almost 2 years ago in CRM App 0

Remove automatic recalculation of quote prices on changing parent and copy quote, replace with a simple button/menu item

The logic and functionality around recalculating pricing on a quote is inconsistent and confusing, especially when compared with changing parents versus copying/importing quote lines. We could remove any automatic recalculation of quote values whe...
Guest over 2 years ago in CRM App 2 Investigating

Extend RFM by Delivery Address to calculate across multiple (otherwise unconnected) Ledger Accounts

Allow the RFM by Delivery Address feature to work across multiple Sales Ledgers. Would make the feature really powerful if you are able to put an Order through a different Sales Ledger but have it still contribute to the Company's RFM. This is use...
Guest 11 months ago in CRM App 4

Add Sagepay as a form of credit card payment

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.
Guest over 5 years ago in CRM App 0

Library public files domain

When a file is uploaded to the library and it is made public, it would be good if the URL used the customers own specific domain i.e https://userresources.mydomain.com/library/view/ instead of https://userresources.prospect365.com/library/view/, u...
Guest about 2 years ago in CRM App 2

Blank line inserted between template and signature

When you send an email from the CRM. A blank line will be inserted between the Template that is used and the signature. There is no way to stop this line from being inserted. Stopping this line from being inserted would allow our customer to bette...
Guest 11 months ago in CRM App 1