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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.
Guest 12 months ago in CRM App 2 Investigating

Ability to create a new contact when you choose 'Select Contact' if working against a company.

Currently, if you were to place a quote or sales order against a division, you get the option to 'Select Contact' if you wanted to send an email copy, but this only lets you choose existing contacts. If it was a brand new contact on the phone, it ...
Guest over 4 years ago in CRM App 0 Investigating

Merge Tags when merging a company

Now we have the merge button it would be good for the company tags to merge as well when using this feature.
Guest over 1 year ago in CRM App 0 Investigating

Prospect Send Contact Email To Dear Order From Quote/Order

Be able to push through the email in addition to the contact name to the DEAR ORDER
Guest almost 3 years ago in CRM App 2 Investigating

Ability to filter in the Recycle bin

V110 introduces a recycle bin from the system settings https://crm.prospect365.com/view/Report/Recycle-Bin You cannot filter anything, only sort by a column, so locating a particular record will be very difficult e.g. filter by problem and deleted...
Guest over 1 year ago in CRM App 0 Investigating

Add "New Report" to report dropdowns

It would be really useful if you could create a new report from the report selector dropdown. It would need to start on the entity you are currently working on.
Guest over 1 year ago in CRM App 0 Investigating

Rename "favourite filters" to "pinned filters"

When favouriting a filter, all this does is pin the filters menu to always open when the report is loaded, whether as a report or an embedded report on a page. This isn’t very clear as to what “favouriting” a filter actually does, and there is no ...
Guest about 1 year ago in CRM App 0 Investigating