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CRM App

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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

Bulk Update Goal Values

It would be useful to be able to update Goals per customer record via Excel, especially if the target for each month is different due to seasonality.
Guest 8 months ago in CRM App 0

Save to CRM Add-in for multiple instances of Prospect CRM

If I have multiple instances of Prospect CRM and I use the Save to CRM add-in, I am required to manually login to the instance that I want to save an email to ensure that the email is saved to the correct instance. A better option would be to be l...
Guest about 3 years ago in CRM App 0

Be able to send mass emails via the CRM

It would be useful to pick a load of contacts from a report such as the Open Leads report & send them all an email using an email template. For example you may want to send all contacts with an open lead a follow-up email to chase the sale.
Guest over 5 years ago in CRM App 0 Will not implement

User last login Record

It would be helpful for Admin user to monitor the last login or Login logs for thier Users so they can monitor CRM activity.
Guest almost 4 years ago in CRM App 0

Contact Photos

Most CRMs and contact databases I've used (inc. Pipedrive, OUTLOOK, Apple Contacts, LinkedIn and some bespoke systems etc) can store images of a contact's face. This is extremely useful when visiting new customers, or when revisiting someone you h...
Guest over 4 years ago in CRM App 3

Create a setting to restrict price list usage

When importing pricelists from accounting systems, there is no way to enforce not being able to set certain pricelists on quotes or ledgers. Some of these might not be used for sales, such as a 'Cost' pricelist, and customers may not want their sa...
Guest about 3 years ago in CRM App 0

Adding products to a quote/ sales order

When adding a product on a quote/ sales order, if I use the advanced search option and enter a quantity for a product and click add, the quantity field goes back to 0. As a customer this might be confusing as you are not sure if the product has be...
Guest about 3 years ago in CRM App 1

Bulk Cancel Orders

A lot of customers have old quotes that end up not being actioned for months/years which can clutter the system after a while. It would save a lot of time for sales teams to be able to build a report and move all the orders to the "Cancelled" stat...
Guest almost 4 years ago in CRM App 0

Copy Email/Phone number button

Currently there is no easy way to copy an email address without going to a contact record. Many customers send emails from other mail clients so a button to copy the email address or phone number easily would be beneficial. Example screenshot from...
Guest about 3 years ago in CRM App 1