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Setting to remove HTML fromat from activity notes

HTML which brings across images, colour, font's etc. are not always needed. To get round this you can paste as plain text. Some customers only paste as plain text and have to do this every time they paste a note. I think we need to have a setting ...
Guest over 5 years ago in CRM App 0

Ability To Minimise The Send Email Window

It would be good if there was a way to minimise the send email window from within the CRM because it can be difficult to write an email if you need to refer to the notes you have on a record but cannot see the record. The only current way to work ...
Guest almost 6 years ago in CRM App 0

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 over 2 years ago in CRM App 0

Turning off social searching

CSG has asked for a way to turn off social searching as they don't think the feature is particularly helpful. When the details fill incorrectly they then find it annoying to remove all the fields.
Guest about 6 years ago in CRM App 0

Notification for Edited Notes in Activity Feed

Something that I thought of while prepping for a Spotlight Feature Webinar - if and when someone edits a note in the Notepad/Activity Feed, it would be good for it to have a little notification next to it saying "Edited" or something to indicate w...
Guest about 6 years ago in CRM App 0

Import Paid Flags from Xero as Secondary Connection

A customer would like to view whether an order has been paid yet within the CRM. Currently they have Unleashed as the primary connection so can't import this information. As a result they would need a secondary connection to Xero to pull through t...
Guest almost 5 years ago in CRM App 0 Likely to implement

Option to turn off Auto Set Recall User to current User

In Version 6, so not to clog up the Users recall list with Telesales Calls, users for regions of the country were setup and these telesales recalls were recalled to them. Custom report were then written for the telesales call lists. In 365 all of ...
Guest about 6 years ago in CRM App 0

Add a drop down option for Decline Reasons rather than free text field Quote to Order Portal

A customer would find it useful to have a drop down for the decline reasons on the quote to order portal rather than a free text field, maybe have a option of Other and then have a text field for it.
Guest about 1 year ago in CRM App 0

Phone Call Log

A functionality within the Activity section specifically for logging phone calls. This would allow reports on Phone Call quantities to be tracked easier.
Guest about 1 year ago in CRM App 1

Product list price decimal places

When displaying the product list price in the system this should be set to 2 decimal places.
Guest over 2 years ago in CRM App 0