Only show products within selected group when editing
When editing a group it shows you all the products on the quote but sometimes you just want to see only the products in that group. Would be good to have a filter to just see the ones that are in the group.
Ability to add new products to a quote via the quote group pop-up
When editing a quote group, it would be handy to be able to add a new product to the quote to add to the group. Currently you have to come out of editing the quote group and add the product, then go back into the quote group to add the newly added...
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...
Customers are asking if they can see who has been logging into the CRM.
In version 6 there use to be a report allowing them to see who is currently in and when they last logged in.
Guest
almost 5 years ago
in CRM App
0
Good idea awaiting more votes
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.
In QuickBooks Online there are fields for product sub categories, this information is not synced with Prospect CRM. The integration with QuickBooks Online should be updated to include product sub categories.
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
over 3 years ago
in CRM App
0
Already exists
Allow you to report on Goals and if they've reached their targets rather than looking at the Goals page and clicking 'View Performance' once by one on each Customer
Have unaware Unaware as an option when target customers added to campaign
When a contact/customer is added to a campaign they automatically get updated to Aware in the Magic Matrix. This is before they have been contacted and can be misleading in terms of their true status The campaign would be useful to track contacts ...
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