The customer does not always know if their contact will pay via Stripe or on account.There should be an option to allow a contact to approve a quote and for the sales person to then set if the quote will be on account or Stripe. This should allow ...
When you have created a quote it would be useful to be able to search for a contact that the quote should be sent to. This contact may differ from the contact that is the parent of the quote. When you click on the arrow to add an email address, th...
When a user is completing an enquiry form it would be useful if they could select a product that they are interested in and for that product field to link to the products available in Prospect CRM. If there are 100's of products it would be better...
Guest
almost 2 years ago
in CRM App
1
Already exists
When viewing a report with a lot of fields it would be useful to be able to freeze the first column so that you can always see the data in the first column.
Separate internal notification emails per Operating Company
The CRM order confirmation emails can be set up with a different template per operating company, but the internal notification emails all only use the same single CRM system option. Could we extend this functionality to allow different internal em...
Currently when viewing the stock levels page for a product the list of available warehouses is limited to only those warehouses where there is stock available for the product. It would be useful to have a list of all warehouses displayed even if t...
At the moment if a user picks the wrong operating company when creating a quote, if the two operating companies do not have compatible currencies, the user is forced to recreate the quote as the CRM does not allow you to change over from one to th...
Sales Ledger Stats data will display a warning icon but there's no explanation as to what this is based on or why it exists. For example, if a customer's Days Since Last Order warning value is 5 and their last order was 10 days ago, the last order...
Add document ID as search and replace field in more than just quotes
We are able to import the document ID into documents generated via quotes but it would be great to have the ability to generate/inport the document ID into equipment documents. We use this to generate calibration certificates so to have a document...
0
0
