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Order Life After Confirmation

Stock management systems show the life of an order, from quote, through to order, picking, packing, shipping, invoicing and then potentially the return as a credit note. Within the Prospect CRM we have advanced quoting capabilities but then only s...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

Warning before confirming a quote/order if there is no email linked to it

You can create orders/quotes directly under a company. These won't have an email linked to it automatically, since it doesn't know which contact to select. Confirming this order will mean no-one from the customer company will receive the quote con...
Guest about 3 years ago in CRM App 0 Good idea awaiting more votes

More forgiving search

I feel like a fair amount of office discussion centres around the spelling of contacts and business names so that we can find them using the global search. for example we have a customer 'Phillips brothers' but I entered 'Philips brothers' which p...
Guest about 3 years ago in CRM App 0

Add Checklists to CRM Records such as Leads

A customer would find it useful to add checklists to certain CRM records such as Leads. At the different stages of the lead pipeline process a different checklist will be made available. The checklist would have a series of Completed/Not completed...
Guest over 5 years ago in CRM App 0

Default quote grouping format settings

If a customer is going to be using the grouping feature on every quote it would be nice to have a default group format such as 'new table' and 'show prices'. This could be something that you set in the settings for the format you want to display. ...
Guest over 5 years ago in CRM App 1

add interactions and documentation, to Product items

adding interactions tab including task setting, to product items would help address any issues or actions required as part of sales, product, procurement and inventory management. It would be wise to add documents tab as well related to the produc...
Guest about 1 year ago in CRM App 0

Allow Pop up windows like at the start of a quote to be configurable

We would have liked to see the Company Source appear on the Pop-up Window but this is not possible. It would be good to be able to configure like all the other screens where you can choose which field you would like to see on there.
Guest about 3 years ago in CRM App 0

Merge Tags when merging a company

Now we have the merge button it would be good for the company tags to merge as well when using this feature.
Guest about 1 year ago in CRM App 0 Investigating

Sales transaction search

Within Prospect CRM it would be very useful to be able to search for sales transactions using the global search. At the moment sales transactions that originate outside of Prospect CRM can only be searched for within a report.
Guest about 2 years ago in CRM App 0

Import Sales Group to Division Record from Unleashed

Unleashed has a field on a customer record called Sales Group & a customer would find it useful to have this imported to a division record & visa versa.
Guest over 5 years ago in CRM App 0