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automatically create an opportunities for new customer (to make sure they are onboarded and repeat order)

Once a sale is made, the customer is in the state "New Customer" and we add them to an opportunity pipeline to guide them to welcome, check-in, push for second order, check in and get photos, push for third order - lather rinse repeat until custom...
Guest about 1 year ago in CRM App 0 Good idea awaiting more votes

Set the reports saved as my reports as favourites in the new report list

Customers would find it very useful if the new report list set the reports saved as my reports as favourites in the new view.
Guest over 3 years ago in CRM App 2

Telephony integration to 3cX

3cX offers integration to anything that has a rest API, which we do. This would be extremely helpful to so many users I'm sure to have some automation around phone calls
Guest about 1 year ago in CRM App 2

Add download button to Word/Excel Document Templates

At the moment if you click the button to edit a document it tries to open Microsoft Word. However if your business does not use Office this means that you aren't able to edit/amend templates. If a button was added to download the underlying Word/E...
Guest about 1 year ago in CRM App 0

Allow "Add to map from other entities"

Currently there add to map function is only available on a couple of entities. You might want to do reporting on customers based on their sales history or some of the additional analysis done in data cubes. It'd be useful to allow "Add to map from...
Guest about 1 year ago in CRM App 0

Make Knowledge base available as a stand alone

Make Knowledge base available as a stand alone set of information. Staff could access this information during sales call and or service calls and find information they didn't know or needed clarity on. This is particularly useful for new staff or ...
Guest about 1 year ago in CRM App 0

Be able to view any linked Distributors from Company Record

Currently you can only see if a Company has an related Distrubitors if you have imported Sales from this. Would be great to also include a list of any mappings created in the system setting on the actual Company record for both customer and Distri...
Guest over 1 year ago in CRM App 0

Bulk Import Distributor Account Codes

We should have a function to allow you to bulk add the Company's again one Distributor or have a way to bulk import this.
Guest over 1 year ago in CRM App 0

Ability to filter in the Recycle bin

V110 introduces a recycle bin from the system settings https://crm.prospect365.com/view/Report/Recycle-Bin You cannot filter anything, only sort by a column, so locating a particular record will be very difficult e.g. filter by problem and deleted...
Guest over 1 year ago in CRM App 0 Investigating

Order groups in the report builder by the summarised field of groups

A customer would like to order groups in the report builder by the summary field for groups. For example they may have a report that is grouped by division name, and summarised by their purchase total. This could then be ordered so that the divisi...
Guest about 5 years ago in CRM App 0