Some customers who have web order integrations to their inventory system will have WEB or something similar at the start of the order number. So if we could expand the expression setting to look at order number would be handy.
Bulk image uploader to support products codes with '/'
Sometimes a product code is created with a / in it. There could for example be a product that is identical but is sold in different sizes. So you would have proda/21, proda/22 etc. However, when using the bulk image uploader there is no way to bul...
Currently, there is no functionality to restore deleted reports. Might be an idea to create a 'recycle bin' in the UI for reports and have them deleted after 30 days?
Guest
about 3 years ago
in CRM App
0
Likely to implement
A customer would find it useful to be able to set commission rates within the CRM for their sales reps. The sales reps would be able to see this commission rate when keying an order or a quotation through the CRM. And it would be important to be a...
Add Sales Transactions Page to Invidual Records (b2c)
A customer would find it useful to see the sales transactions page on an individual record. At the moment you have to drill into the linked sales ledger to view this information.
Leader board Dashboard report to use 'Orders Placed Value'
A customer has highlighted a few features with the Dashboard Leader board reports that could be enhanced, mainly with the value. It's possible that some opportunities will have multiple quotes. Some may be confirmed months before the second or thi...
When changing the price automatically calculate % discount on a quote
A customer would find it useful when changing the selling price on a quote, it automatically calculates the % discount, rather than working out what the discount % needs to be to get the correct price. This might need to be a system option as some...
A customer would find it useful to be able to omit certain months from the RFM Analysis. E.g. if a business is seasonal or because of COVID you may wish to omit certain months from the analysis.
Guest
about 4 years ago
in CRM App
1
Unlikely to implement
When using the 'Add existing products' search page at quote level there are some fields that may not be needed/ wanted to be visible. We should look at a method of configuring this so users can remove some of the not needed columns.
Currently, when setting up the CMS integration to Stripe you have to set up a webhook in Stripe to post to https://webhooks.prospect365.com/api/stripewebhook/ <profileID>. This would only allow you to have one Stripe endpoint per workspace a...
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