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CRM App

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Responsive settings option

When the CRM page is reduced to half size the settings option in the bottom left disappears, lots of space is still available for it.
Guest over 5 years ago in CRM App 0

Option to show tomorrow's recalls within the recall list

A customer would find it useful to have the option within the recall list to show your recalls for tomorrow. The upcoming shows all upcoming rather than just a select period.
Guest over 5 years ago in CRM App 0

Add a tab for division delivery addresses to the division screen

It may be useful to see a list of division delivery addresses from a tab on the division screen
Guest over 5 years ago in CRM App 0 Already exists

Being able to product groups as permenant options

It would be exceptionally useful for users to be able to create product groups and then be able to search for them within the CRM. We could have another filter in the quote line drop down box, for 'Product Groups' - please see screenshot. Typic...
Guest over 5 years ago in CRM App 0

Additional Bulk Update Tools - adding products to lists

When using editable list tab style pages in Prospect 365, to be able to add a new row to the list, you have to add items individually. For example if the editable list tab is related to adding Product Items to your list, each time you want to add ...
Guest over 5 years ago in CRM App 0

Separate transaction type for Product VAT code

If you have two separate VAT Code records, for two different transaction types (P and J for example) then on a product, the Analysis pane shows the description of the first VAT code it returns from the database, which may not always match the acco...
Guest over 5 years ago in CRM App 0

Functionality to create a contract document template

It would be useful if you could create a contract document template with the equipment on that in a table.
Guest over 5 years ago in CRM App 0

Re-name Statuses in Campaign Activity

Once you've created a Campaign Activity in the CRM and added your Target Contacts, then press 'Upload Contacts', the 'Status' just says 'Unknown' even when the contacts have been successfully merged up to CommuniGator (as shown in video). It would...
Guest over 5 years ago in CRM App 0

Quote type separation

At the moment, it is a little confusing creating a sales order, quote or a leadquote. It would be good if there was easier differentiation between these when you are creating them.
Guest over 5 years ago in CRM App 1 Will not implement

Copy documents from another record option

It would be useful if you were able to copy documents from another lead/quote/problem from another customer. This is useful for things like drawings that are stored from previous entries and the customer is reordering that item.
Guest over 5 years ago in CRM App 1