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Create items in Prospect CRM via the save to CRM add-on

As a user I can save emails into Prospect CRM using the save to CRM add-on. It would be good to be able to create items such as contacts, companies, problems and opportunities using the save to CRM addd-on. A user would click on the save to CRM ad...
Guest almost 3 years ago in CRM App 0

Sales Budget/Forecast by account and by product

I would like a page at division level where I can budget sales in volume and value by division and have an updated forecast figure and actual values against it as well. I would like to be able to see this in the product page so I can see the custo...
Guest almost 2 years ago in CRM App 0

Bulk Edit Cost Price

There may be a items available from a manufacturer with project discounts available, such as a set further percentage discount from your regular purchase price, and want to bulk amend products. for example, if your regular discount is 30% less tha...
Guest 8 months ago in CRM App 0

Save Results of Magic Matrix to Excel

A customer would find it useful to be able to save the results of the Magix Matrix to Excel. In the export I would expect to have a column per Magic Matrix Category, name of customer in the first column and then the stage description for each cust...
Guest almost 3 years ago in CRM App 0

When products feature on open quotes, this should move product categories to the 'Opportunity' section

When creating a quote within Prospect CRM, if a customer has not bought products within a certain product category previously, then the product category should shift to being within the opportunity section of the Magic Matrix. Feel this would be a...
Guest 8 months ago in CRM App 0

Prevent users creating quotes for contacts marked as 'Left Company'

We have users who manage to create quotes for contacts marked as left company rather than creating them against the new contact card. We cannot delete the contact as we need to keep the history but it would be useful to prevent adding new interact...
Guest about 2 years ago in CRM App 0 Investigating

Update address via Excel

The ability to select the Address fields when updating Companies with Excel.
Guest over 1 year ago in CRM App 4

Export grouped reports in the same format

Currently, if you export grouped reports from the report builder, they don't stay grouped and instead show line by line. It would be good if when exporting a grouped report, it stayed grouped in Excel.
Guest almost 4 years ago in CRM App 3

Show Product Groups on Product report

Ability to see the product group(s) of a product entity in a report.
Guest over 1 year ago in CRM App 0

Document Templates are a nightmare and need to be improved

Creating document templates in Microsoft Word is painful. Also, many forward thinking companies no longer use MS office, instead opting for cloud based options like Google Docs. It's impossible to get any of our templates looking professional. PLE...
Guest about 1 year ago in CRM App 0