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CRM App

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Primary Email Addresses for Multiple Contacts

A few customers have mentioned that they would like to be able to set the same primary email address for multiple contacts within the CRM. Currently only one contact can have an email address, and the other contacts need this email address storing...
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Import Payment Terms from Unleashed/Xero

At the moment we don't pull through the payment terms, this information is stored within Unleashed or Xero. Customers would find it useful to see this information within the CRM against the division.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Show the exact time zone of a customer/prospect - based on the division address field

This would help significantly for businesses operating internationally and would enable salespeople to see the time their prospect or customer is operating on when looking to make proactive sales calls.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Activity note templates

An option in activity notes to have template text either in the form of a dropdown or an add button like the screenshot attached. In house I can already think of many uses for Support, account management and sales. In support it would be nice to ...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Search for a field in report builder

It would make the Report builder a lot easier to use if you could search for a column / field in the field selector and the add filters menu. It is not obvious to customers where specific data lives in our database.
Guest over 5 years ago in CRM App 1 Good idea awaiting more votes

System Option for Status of Order in Dear Inventory

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Quoting product price dynamically round/change decimals based on price

Some products are sold to more decimal places than others. Currently the system can either round to 2 decimals or use what the currency decimal is set to. It would be useful for the quote table to dynamically output the number of decimals for the ...
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes

Integration for CIN7 Product Options

Within CIN7 there are three option fields that you can use on a quote line level. Each product on the order has the three option fields that are free text fields. These are used by CIN7 customers to populate additional information for the product ...
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Recurring recalls/appointment in the CRM

A customer has requested that the crm be able to have the functionality to support recurring appointments/recalls in the crm rather than needing to manually change the date each time. An example of this would be needing to do a monthly checking ...
Guest over 5 years ago in CRM App 2 Good idea awaiting more votes

Order Life After Confirmation

Stock management systems show the life of an order, from quote, through to order, picking, packing, shipping, invoicing and then potentially the return as a credit note. Within the Prospect CRM we have advanced quoting capabilities but then only s...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes