As a user it would be great if there was a task alert pop-up that would notify me in the system when a task was due in 15 minutes and when it was due in the same way that Outlook or Gmail will alert a user when a meeting is due.
Email notification type field should include actual object name
When is sent an email notification from Prospect CRM there is a section called Type that identifies the object type that the note was added to i.e. company, quote etc. What would be better is if the actual object name was also included. The open i...
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
Ability to have search & replace fields within Document Name
A customer would like to add search & replace fields within the document name when using document templates. E.g. so you could add the quote ID to the document name for quote templates.
Documents (or at least a link to the document) should be synced to Unleashed when they are attached to an order in Prospect. This will allow Unleashed users at an organisation who don't have a Prospect login to use the documents.
Having the option to remove recall email notifications would stop a recall being actioned twice (once when the email is received and once when the recall is shown on Prospect). It will also stop clogging up email inboxes, as we know the recalls wi...
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...
An option for either Card Payment or On Account for Quote to Order Workflow
A customer mentioned that sometimes you are not sure what the customer's payment preference will be so it would be good to have an option for the customer to use either pay on account or pay on card. Currently you need to choose the default option...
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