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When products feature on open quotes, this should move product categories to the 'Opportunity' section

When creating a quote within Prospect CRM, if a customer has not bought products within a certain product category previously, then the product category should shift to being within the opportunity section of the Magic Matrix. Feel this would be a...
Guest 4 months ago in CRM App 0

Auto Refresh for CRM system

All of us get caught out by looking at old data on the CRM System, please can there be an option for the page to always refresh when you bring something to the front of the main window or perform an action to an item. Many people don't realise tha...
Guest 6 months ago in CRM App 0

the ability to assign multiple Parents to an opportunity

Often when creating opportunities for commercial projects, there are multiple company's tendering to win the same job who all require pricing during the early stages. Currently to work around this, we have to create duplicate opportunities for eac...
Guest over 1 year ago in CRM App 1

Add Granular User Security Restrictions to CRM

There doesn't seem to be any admin control for granular security in CRM, any CRM user can access anything, although it cand be considered useful information why does every user need to access purchase information for your suppliers, the marketing ...
Guest 7 months ago in CRM App 1

Group Output Format Settings - Hide Discount Column

It is great that you can hide the discount in the subtotal but please can a switch be added to hide the discount column on a PDF quote
Guest 6 months ago in CRM App 0

Drag and Drop to resequence onto the next page

You are able to drag and drop to resequence certain things like Product Web Groups. This is limited to only within the 50 rows, you can't for example move something from page 1 to be now page 5.
Guest about 1 year ago in CRM App 0

PDF direct from Quote

When the quote is completed, instead of clicking Send to open the email window, then download the PDF from the email, create the PDF and download from the Quote window. A button could be placed alongside the Send button. This helps businesses be a...
Guest about 2 years ago in CRM App 1

Display quote total net weight

Currently the weight of indiviudual products can be displayed on the quote, what would be more helpful is if the total weight for all the items was also displayed at the bottom. This would assist with shipping charges, especially with internationa...
Guest over 2 years ago in CRM App 1 Likely to implement

Allows user to view lookuplist

The lookup list table is currently a system table and this is preventing customer from being able to review these lists to see if they are still correct.
Guest over 1 year ago in CRM App 0

Support Margin being applied to delivery charge

We do have some customers who are applying a margin to their delivery charges. However, currently we do not support applying a margin on delivery charges. At the moment, we assume that the cost price = sell price of the delivery charge on the quot...
Guest 9 months ago in CRM App 0