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Prospect Send Contact Email To Dear Order From Quote/Order

Be able to push through the email in addition to the contact name to the DEAR ORDER
Guest over 2 years ago in CRM App 2 Investigating

Send an email notification for confirmed orders on specific customers

This will allow you to monitor the quotes of specific customers to keep tabs on their conversion rates.
Guest over 1 year ago in CRM App 0

Buying Patterns report

In the desktop version of Prospect CRM there is a company level report called buying patterns. This report provides a list of all products and plots month by month which products have been purchased. This report is not available in the web version...
Guest over 2 years ago in CRM App 0

Be able to customise the record interface Per Company Type

It would be useful to be able to set a different interface customisation for each company type so then it can be more organised and not have lots of irrelevant fields.
Guest over 1 year ago in CRM App 0

Ability to switch back to a pipeline view when globally creating a quote

When using Global Create on a quote if an opportunity is selected as the parent, you cannot select the pipeline for this quote even if you remove or change the parent.
Guest over 1 year ago in CRM App 1 Already exists

E-Mails - When you use a template and then click on User default client allow it to take the text and a BBC to attach it to the opportunity etc

We have a number of email templates that we send and also an e-mail signature that goes from our email client. When we click on use default e-mail client we lose the standard document. Also, if we click on use default client it would be useful to ...
Guest over 2 years ago in CRM App 0

Multiple Inventories

It would be useful to configure multiple inventories and choose a main one. This means if you have lots of Samples of main products you do sell. You can name them the same thing but won't have them show in searches etc when trying to find the actu...
Guest over 1 year ago in CRM App 0

Allow one contact to be under many companies

This would be useful when one contact manages many companies or is the main contact for them so then you can quote that one contact. This would also mean they can have their main email address selected and not additional.
Guest over 1 year ago in CRM App 0

Add "New Report" to report dropdowns

It would be really useful if you could create a new report from the report selector dropdown. It would need to start on the entity you are currently working on.
Guest over 1 year ago in CRM App 0 Investigating

Ability to chose the timeframe of the Sales Analysis on Company

Ability to change the timeframe that Sales Analysis is calculated for a Company for more specific information.
Guest over 1 year ago in CRM App 0