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Automatic monthly processing of a quote/s in CRM

Some customers request we send them repeat orders based on what they've previously ordered without us having to contact them or vice versa. A function where we can create an order template/quote in the CRM, and set a time/date for this template/qu...
Guest over 5 years ago in CRM App 0

Popup green message to show password change

When changing a password, a red popup box shows if the password does not meet requirements. It would be good for a green box to pop up when a password change is successful to be clear that it has been changed.
Guest almost 6 years ago in CRM App 0

Display Operating Company Letter in Save to CRM

If you have multiple Operating companies in Prospect CRM - and the same record exists in both, it can be tricky to identify which record belongs to which operating company. It would be useful if multi operating companies are setup if the letter or...
Guest almost 2 years ago in CRM App 0

Display Company Type Colour in Save To CRM

If you were to have the two company records in the CRM with the same name - e.g. A Customer / Supplier Record - when saving emails in via Save to CRM it is tricky to know which is which. the attached screen show an example with how company type co...
Guest almost 2 years ago in CRM App 0

Allow non Admin users to cancel orders

At present only an admin user can cancel an order. There should be a user permissions option to allow non admin users to be able to cancel orders.
Guest almost 2 years ago in CRM App 0

Add multiple delivery addresses to a Division

Option to add multiple delivery addresses under a division, as opposed to creating multiple divisions for delivery addresses
Guest almost 4 years ago in CRM App 0

No default user set on a recall - Prompt to assign a user

A customer would like to have the recall not default to a user, but then prompt you to select a user when assigning/saving the recall. Avoids the issue of accidentally saving a recall to themselves/incorrect person(s). Can't currently edit the use...
Guest almost 4 years ago in CRM App 0

Ability to set backup email if salesperson is not set and order is confirmed by customer

We should be able to set a backup email in case the salesperson isn't set. Sometimes customers start a basket on our website, which we then need to look at and take over the quote and one of the customer service assistants forgets to set the Sales...
Guest almost 2 years ago in CRM App 2 Already exists

Option to filter the Account Manager dashboard by Geographical location

A customer would like to have the ability to have the Account Manager dashboard displayed by a Geographical area, enabling them to have the RFM analysis broken down into depot areas e.g. Instead of selecting an Account Manager, select Plymouth, Ta...
Guest almost 4 years ago in CRM App 0

Warning bar when Hazardous product added to a quote

When a product is added to a quote that is marked as 'hazardous' a warning bar should pop up warning the user. This should be a system option that can be turned on/off.
Guest almost 6 years ago in CRM App 0