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CRM App

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Notifications for New/ Failed Orders

As a admin it would be good to be able to configure the Notifications for New Orders and Notifications for Failed Orders emails. This would be similar to the Order Confirmation Email which allows the admin to set the email template that is used fo...
Guest almost 2 years ago in CRM App 1 Already exists

Have record description on mentioned emails

Currently when a user mentiones you on a record it will give you the record type and ID on the email. The ID is useful but if it's a record you haven't worked on the ID is slightly useless as well as relying on your remembering all your record IDs...
Guest over 2 years ago in CRM App 0 Good idea awaiting more votes

Top selling products over last 12 months

So far, Prospect does not have this as a standard and at present, this report can only be made by exporting data manually to Excel. It would be a great addition if this could be a default report.
Guest 5 months ago in CRM App 0

Import Product Attributes from Unleashed

A customer would find it useful to import product attributes from Unleashed, which could then be included in quotations. Examples of attributes include- Attribute Set: Television, Attributes: Country Of Origin, Model, and Tariff Code. Attribute Se...
Guest over 4 years ago in CRM App 0

Edit Products & Product Categories within CRM

Customers who create products using the CRM product creator would find it useful to edit these products (edit product description, product category & delete products) within the CRM. We could look at implementing this by allowing products to b...
Guest about 5 years ago in CRM App 2

Task alert - popup

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.
Guest almost 2 years ago in CRM App 2 Planned

Be able to customise the Kanban cards

Have the ability to add and remove what fields are shown on the Kanban view. Eg, would be great to see the Quote ID etc
Guest about 1 year ago in CRM App 2

Alter the Related Tab field display

Currently you can see on the screenshots it will show the Record then Relationship then Comment then Company which isn't actually too intuitive as the comment breaks up the two records related and makes the name of the Relationship also a bit out ...
Guest 10 months ago in CRM App 1

Ability to use the Activity notepad on a campaign

Ability to use the Activity notepad on a campaign Would be so useful to track internal conversations etc.
Guest about 3 years ago in CRM App 0

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 about 4 years ago in CRM App 1 Good idea awaiting more votes