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Margin Approval prevention at 100%

The margin approval system is good for stopping orders from being processed below a defined margin. It is unlikely that a quote would be 100% margin but if the cost price was not filled in then this could easily be the case. it would be great if y...
Guest 6 months ago in CRM App 0

Quote version number to generate as version number +1 when used in filename

Currently, the version number of a quote is update when the document is generated. If the versionNumber is used in the filename of the document this results in the version number in the filename being one less than the version number used in the d...
Guest 6 months ago in CRM App 2

Copy lines to allow you to copy lines on quotes with restrictions

When using 'Copy Lines' on a quote, once you input the target quote to get the lines from we check the current parent company's Product Authorisation against the restrictions of the products on the target quote. If the current parent company does ...
Guest 6 months ago in CRM App 0

Product search to return exact SKU matches first

When using the CRM to search for a product SKU eg prod123 we should prioritse search results that match the SKU exactly to show first. At the moment, a similar SKU eg prod123x could show up first. This would make it faster to search for products a...
Guest 6 months ago in CRM App 0

Goals - Percentage to target

It would be very helpful, when viewing the performance graph to have the percentage to target shown on/under/above the month sales, ie 5k sales with 25k target will display a 20% somewhere appropriate near the bar for that month.
Guest 6 months ago in CRM App 0

Automated Flow to List Completed Flows first

When looking at a record that has an Automated flow used on it, you might want to start a second flow. Currently we will append (Completed) to the end of any flows that have already been run. The options presented in the Flow drop-down are just pr...
Guest 6 months ago in CRM App 0

Add handling to show DNS records after validation or allow users to delete validated domains

Once you have validated a domain in the CRM, you can no longer see the DNS records that were required for the validation. This can cause a problem if you then move to a different Domain provider and need to reverify, as you cannot invalidate the c...
Guest 6 months ago in CRM App 0

Configure Quote Status - Edit Options

In the Configure Quote Status settings page https://crm.prospect365.com/configure/QuoteStatus there are 3 options that you can apply for editing per quote status No/Yes/Admin. It would be great if there was an option so admins can only edit the ar...
Guest 7 months ago in CRM App 0

Add handling to filter products based on Product Group

Currently to have a product shown on your CMS site is to set the web catalogue field, and set the product in a web group. You can use a report to check what products have the web catalogue field set, but there is no way to see what products are no...
Guest 7 months ago in CRM App 0

Add handling to Add to Campaign Activity from Company Search reports

Currently you can add companies to Campaign activities from Company reports, but not for the Company Search reports. It would be useful to be able to do this from Company Search reports so you dont need to build any additional reports and keep the...
Guest 7 months ago in CRM App 0