The Sales Transaction Product Cube is a useful reporting entity and the Top Products report is great. It would be useful to expand on what is available and create the following entities: Sales Transaction Product Cube by (Standard Industry Code) S...
A customer would like to be able to assign multiple users to the same recall/task, or add multiple users onto a recall. It's possible they will have more than one user working on an account, problem or opportunity and therefore want the ability to...
Import Billing Address from DEAR into Sales Ledger Address
Within DEAR you can set a default delivery address & a default billing address. In some scenarios customers have not flagged in DEAR that the billing address is the default billing address. And instead have flagged the shipping address as the ...
With a lot of standard reports in the CRM they are filtered to the current record you are looking at (e.g. the Quote line report on a quote record, or Sales Transactions on a division) by use of a standard filter. It is possible for a user to remo...
Give the option to edit the user for who a recall was initially assigned too. This would save having to create a new recall to assign a different user the same information. Also beneficial if a user has accidentally assigned a recall to the incorr...
As part of the onboarding academy it would be great if there was a glossary of terms that explains some of the key terms within Prospect CRM and used by ProspectSoft. This would help customers to better understand the terms that we use and equate ...
Guest
almost 4 years ago
in CRM App
0
Likely to implement
Opportunity Groups - Same Opportunity from multiple sources
Some CRM's offer the option to group opportunities. This is helpful when quoting multiple clients for the same application / project. It is reliant upon users naming opportunities appropriately and linking them.
A customer has highlighted a few enhancements to the 'Copy lines to clipboard' functionality. Currently this does not: Copy across Description only lines cost value which leads to the margin being incorrect when the lines are pasted
in ...
Guest
almost 4 years ago
in CRM App
0
Good idea awaiting more votes
It's great that when I click on the search field in Prospect CRM that I am shown a list of my most recent activities. It would also be useful for users if they could also bookmark items that are important to them. This will provide users with an e...
Guest
almost 4 years ago
in CRM App
0
Good idea awaiting more votes
0
0
Good idea awaiting more votes
