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CRM App

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Add additional product images as attachments

Some products have additional images which are information sheets/pamphlets or product documentation that would be useful to send to customers/prospects. Adding the ability to attach these additional images to an email would be useful when sending...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Ability to configure Sales Person drop down

It would be useful to have just the sales people on the opportunity drop-down rather than all users
Guest over 4 years ago in CRM App 0

Top products report

A few customers have been asking for the top products report which would show top products based on value spent on them from all customers. Would also be useful to have the quantity ordered & the number of times these products were ordered on ...
Guest over 4 years ago in CRM App 1 Already exists

Import Supplier Name & Supplier Product Code from Unleashed

An unleashed customer would find it useful to see the supplier name & the supplier product from from Unleashed within the CRM. This information would need to be stored at product level.
Guest over 4 years ago in CRM App 0

Add default email to division record so users can use email button

Currently if you raise a record against a division you cannot make use of the communication buttons to send an email. In some instances you may not be dealing with a particular individual at a company or just want to raise a quote/sales order agai...
Guest over 4 years ago in CRM App 1

Mass download of files created in Prospect

Mass download of files created in Prospect e.g. quotations. We currently store all doucments created on Prospect CRM, and only download a file if we are not sending it directly from an email in Prospect. The option to mass download files at any po...
Guest over 4 years ago in CRM App 0

Converting text/links to standard font and size when copied into the CRM e-mail editor.

Not particularly urgent but it would be useful to automatically convert text or links that have been copied from elsewhere into the e-mail editor in the CRM to the standard font and size that we use. The text remains in it's original font and size...
Guest over 4 years ago in CRM App 1 Already exists

Set Location on Appointments to Division Address By Default

A customer would find it useful to set the location to the division address by default. At the moment the location field is just blank so it would be helpful to auto-populate this with the division address or the contact's primary address.
Guest over 4 years ago in CRM App 1

Unlapse customers based on sales history

Currently unlapsing customers is based on order processed from Prospect CRM into your Accounts/ERP system. Often you might have multiple channels that link to your Accounts/ERP System and put sales into it. If a sale is processed via that channel ...
Guest over 4 years ago in CRM App 0

Add option to change to year view for Sales Analysis Chart

When viewing the sales analysis charts you might want to view sales broken down by year for a longer term picture. It'd be useful to have a dropdown to change the view from grouped monthly to yearly.
Guest over 4 years ago in CRM App 0