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Sage - Product purchases include due date and delivery date

Product purchases in Sage are synced to Prospect CRM. The sync should include the due date and delivery date fields. These fields are available in the UI however they are not populated.
Guest almost 3 years ago in CRM App 0

Ability to Show Sales Analysis by Product Group on each Customer

The sales analysis page on a customer currently breaks down spend by product items. It has been request that this also show a break down by product group as well on this page.
Guest almost 4 years ago in CRM App 0

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

Ability to unobsolete or delete products without a direct connection to a SOP system

The ability to change product status, either to obsolete and un-obsolete them directly in the CRM would be useful so that product records can be maintained correctly on a daily basis. A clearer definition of delete would be good as it would allow ...
Guest 7 months ago in CRM App 0

Ctrl+Z to undo pasted items in notes

Whenever something is pasted into the notepad, it would be useful to have ctrl+z (the undo shortcut) to undo this in case the intended item hasn't been copied. Currently this undos text that was previously in the note field rather than the pasted ...
Guest over 4 years ago in CRM App 0

Ability to change VAT to GST

Help with language and familiarity
Guest over 3 years ago in CRM App 1

Opportunity approval workflow

When using an opportunity pipeline it would be good to be able to have an approval workflow. The approval workflow should alert the approver and request their approval under three circumstances: The value of the opportunity is above a certain amou...
Guest over 3 years ago in CRM App 0

Contact authorisation as a system wide setting

It is possible to set budget authorisation per company.It would be useful to set budget authorisation as a system wide option so that orders over a certain value would need to be authorised by a specified approver.
Guest over 2 years ago in CRM App 1

Add conversion rate function to reports

One feature that would be really useful is the ability to add the average quote conversion rate to the Grouping and Summary section in reports. This means you can tell how successful you are in winning/losing jobs you are quoting for. Currently, w...
Guest over 3 years ago in CRM App 1

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