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Expand to Division Product Authorisation from Division

Currently you are only able to start a report at Division Product Authorisation and expand up one level to Division. If you are trying to report on contacts for example, you cannot go Contact > Division > Division Product Authorisation as th...
Guest about 4 years ago in CRM App 3 Already exists

Be able to send mass emails via the CRM

It would be useful to pick a load of contacts from a report such as the Open Leads report & send them all an email using an email template. For example you may want to send all contacts with an open lead a follow-up email to chase the sale.
Guest over 5 years ago in CRM App 0 Will not implement

Add a Not Interested Flag to Magic Matrix

A customer has noted it would be useful to be able to flag certain customers as not interested within a Magic Matrix Category. The reason behind this is because some customers may never buy from that category, so rather them be classified as Unawa...
Guest over 2 years ago in CRM App 1

Product search to show customer pricing

When adding lines to a quote it would be helpful for the product search to show the customers pricing. It shows when the product is added to the quote and the discount is applied but it would be more seem less to only show the customers correct pr...
Guest about 4 years ago in CRM App 0

B2C Exchequer Sales Ledger Creation - transfer across mobile number

Currently if you go to create a Sales Ledger for Exchequer against a contact (B2C), it will populate the new ledger screen with the main phone number field against a contact. However Exchequer has a field for Mobile Number, can a new field be adde...
Guest almost 3 years ago in CRM App 0

Notifications of outstanding Aged Receivables

We have had feedback from a customer that would find it useful to have a notification sent out to account managers if there are outstanding Aged Receivables under customers they manage
Guest over 1 year ago in CRM App 0

Hide B2C customers from the account manager dashboard 'underlying' report.

If you select Exclude B2C customers from Sales Order analysis in the system settings, the report (https://crm.prospect365.com/view/Report/Dashboard-ThisMonthOrders?args=%7B%7D) does not filter out B2C sales ledgers which makes it not match the val...
Guest over 1 year ago in CRM App 0

Enhance the report builder to allow to go top-down in the database hierarchy

We have a customer would like to be able to link from division to document using the report builder. I have tested this using contact, lead and problem records also, but it seems like you are unable to go top-down in the database hierarchy using t...
Guest over 5 years ago in CRM App 1

Implement restrictions for Library folders

For example, have folders which only Admins are allowed to see and add to and delete etc. This will allow Admins to add files that are sensitive to be added to the CRM if som
Guest over 1 year ago in CRM App 0

Notate which phone number was dialed.

I have it set in the system settings that when you click on the phone icon next to a phone number, the system will pop-up a note or task to be saved. But it if I want to look at that note in the future, it will not tell me which number I dialed. C...
Guest over 1 year ago in CRM App 0