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Add document restrictions

A customer would like to store confidential documents within the CRM & apply restrictions so only particular users can see these documents.
Guest almost 6 years ago in CRM App 1

PayPal integration

As a user it would be great if the quote-to-order workflow allowed payment via PayPal.
Guest over 2 years ago in CRM App 0

Block recall dates for when out of the office or annual leave

it would be good for users to block out dates where they wont accept recalls (annual leave, training days, exhibitions etc), currently you can have a few days off then when you get back to your tasks you might have 10 overdue as recalls had been s...
Guest almost 4 years ago in CRM App 0

Quote Tables - Group Output Format Settings - suppress data rather than removing column

When selecting the output format on a quote it would be much better if the word integration suppressed the column data or inserted a 'blank' column rather than removing the column. Removing the column destroys the table format and alignment that y...
Guest 10 months ago in CRM App 0

QuickBooks Online - Sync product sub categories

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.
Guest over 2 years ago in CRM App 0

Include Unlink Button for Products added using Upsell

A customer would like to unlink certain products on the quote record that have been added via Upsell functionality. For example a few products may of been added using Upsell manager & one of those products need to be added to a separate quote ...
Guest over 5 years ago in CRM App 2

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 about 1 year ago in CRM App 3

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 about 1 year ago in CRM App 4

Quote-to-Order workflow buttons/portal to allow customer to udpate delivery address

It would be useful for our users when sending out an email/document with the quote to order workflow buttons to have the option to update the delivery address and instruction. The address for the specific order might not be the one that our users ...
Guest 10 months ago in CRM App 0

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 about 1 year ago in CRM App 1