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Show column headers on 50+ rows as your scroll down

When you have 50+ rows the column headers don't move down the page as you move down the page. It would be useful to have this to avoid scrolling up and down to see what the column is detailing.
Guest about 5 years ago in CRM App 1 Shipped

Add Job Title to Contact Creation

This is the contact creation screen when creating a contact under a division/companyA customer would find it useful to add in the job title field to the contact creation screen. This can sometimes be auto-populated by the social search so it would...
Guest about 5 years ago in CRM App 0 Shipped

Save Selected Magic Matrix Categories

If you can save Magic Matrix Categories you'd be able to reopen the Magic Matrix as you left it. If you have more than 10 Categories then it cannot display them all at once and you may want to display a static 10.
Guest over 1 year ago in CRM App 2 Shipped

Overselling warning to show when selling more than available

Currently the "Allow overselling of stock when adding quote lines" option will only show a warning when the quantity available is 0. To improve this, it should highlight any row where the quantity being sold is more than the quantity available, no...
Guest about 1 year ago in CRM App 1 Shipped

Add Enquiry page to Campaign Activity

From a Campaign Activity it's possible to tell which Enquries have come from that Activity. A page called Enquiries should be added to the Campaign Activity record, this page should have a report that shows all non deleted Enquiries linked to that...
Guest about 1 year ago in CRM App 1 Shipped

Bulk update Opportunity Statuses

There are many scenarios in which a user might need to close multiple opportunities at once. Being able to do so from one report/via excel would save them going into each record
Guest almost 2 years ago in CRM App 2 Shipped

Change wording to universally recognised terms

A customer feels certain terminology within the CRM isn't practical or concise. They feel changing the following terminology would be further universally recognised: 1 - "Product item selling price" to "List price" 2 - "Price" to "Net Price"
Guest almost 4 years ago in CRM App 1 Shipped

Clear Search Box after Search Completes

To save on mouse clicks and keystrokes it would be handy for the search criteria to be cleared from the global search input. Not all customers may want this so it may be better to have this switched on with a system option. Once a search is comple...
Guest over 4 years ago in CRM App 0 Shipped

Auto-save (all) emails to CRM from outlook inbox by email address

A lot of CRM's in the market will automatically store incoming and even outgoing outlook messages. A lot of customers ask for this when i talk about STCRM. And/Or include some tagging in outbound emails so that replies are then automatically saved...
Guest over 5 years ago in CRM App 5 Shipped

Include Customer Default Warehouse for Unleashed Integration

At the moment the Prospect CRM Unleashed integration only looks at the default warehouse set on the product. However, some customers set warehouses for specific customers which can be done on the customer account within Unleashed. Therefore, we sh...
Guest over 4 years ago in CRM App 0 Shipped