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CRM App

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Save to CRM available on mobile devices

Customer would find it useful to be able to use Save to CRM on their phones, specially when they are not in their office.
Guest almost 4 years ago in CRM App 3

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 over 2 years ago in CRM App 2

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 about 2 years ago in CRM App 0

Company name two-way sync with Sage

In Sage if you change the name of a company this is not updated in Prospect CRM. The integration should be updated so that if a company name is changed in Sage or Prospect CRM the update is replicated in the other system.
Guest about 3 years ago in CRM App 2

Sync sales representative and account manager

It would be great if there was a two way sync between DEAR and Prospect CRM that allowed the sales representative field in DEAR to sync to the account manager field in Prospect CRM and vis versa.
Guest over 2 years ago in CRM App 0

Customise Fields in Problems for specific Pipelines

Currently the fields in Problems can only be customised to all Problems created. However different Problem pipelines require different fields. For instance, a Delivery Issue pipeline has vastly different information requirements to a Technical Iss...
Guest over 3 years ago in CRM App 1

Rename entity for different terminology

On the Configure UI Entity Creation, it would be great if it was possible to rename an entity i.e. change problems to projects. Most other options can be changed except for the entity creation menu and the pop-up box that appears when creating a n...
Guest over 3 years ago in CRM App 2

Import Customer Attributes from DEAR Inventory

A customer who uses DEAR Inventory would like us to import the customer attributes. These are stored against a customer's record in DEAR Inventory within the Additional Attributes tab. These are custom fields.
Guest about 4 years ago in CRM App 0

Report writing linked to CRM

To have a tablet/phone reporting app that is linked to CRM and incorporated in the workflow
Guest almost 2 years ago in CRM App 2

Link CRM Library Files to Products for Quoting

A customer would like to be able to link CRM Library files to products so when you're quoting a product the file is automatically attached when sending the quotation.
Guest almost 4 years ago in CRM App 0 Already exists