Continuity and traceability. Each change or version of a quote should have a number that carries over to the next e.g 4193/1 4193/2 etc but other documents relating to that quote have their own numbering
Guest
over 3 years ago
in CRM App
2
Already exists
Following a conversation with the customer, it was suggested that it would useful to have a notification when opening the CRM for the first time during a day which displays if the imports have run or not. It should only display for admin users or ...
Guest
over 5 years ago
in CRM App
0
Already exists
Add This Year & Last Year Sales to Sales Transaction Year on Year Entity
A customer would like to see this year & last year sales & the difference between the two within the Sales Transaction Year on Year entity. At the moment this is the last 365 days compared to the previous 365 days so a rolling report.
When enquiry form is associated with a campaign activity, automatically assign matching contact id (email mathc) to campaign activity as target contact
I have created a form where customers can register their interest in recieving a new catalogue on release - it would be helpful if this automatically associated with their contact ID and the campaign activity. Would also be useful if contacts want...
Set the default 'From' email address on the new reply feature in documents
We can set the 'From' email address on template documents but not on the new reply feature that just came out in the latest version where we can reply to emails from the CRM.
Add ability to edit Document Description when using Save to CRM
It has been highlighted that the Prospect 365 version of Save to CRM doesn't give the option to rename the Description of the Document that is created so it defaults to the subject of the email - if you're saving a few emails from the same thread ...
It would be useful to be able to have middle name as a standard field. At the moment the options are to include the middle as part of first name or last name or create a custom field. When using a custom field it isn't possible to show the middle ...
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