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Show Tax code as well as description

When importing tax codes, the ID is the unique identifier, however when selecting a tax code, it only shows the description, both in a dropdown and using the field selector, there is no way to see what the ID is. We could add a field for TaxCode I...
Guest almost 2 years ago in CRM App 0

Restrict product sales by geographical location

We are distributing a range of products that we can only sell in the UK, we want there to be some flag when attempting to add these products to a customer OUTSIDE the UK. (I guess you could set the countries allower or disallowed to be sent to). I...
Guest almost 2 years ago in CRM App 0

Be able to configure the magic matrix set up

The suggestions from the magic matrix do not seem to relate to our product range so would be good to be able to configure it ourselves
Guest about 2 years ago in CRM App 1 Already exists

Provide option to toggle between B2C and B2B in RFM

Currently when viewing the RFM it will show only B2C sales or include B2C and B2B sales. There isn't an option to be able to toggle and see only B2C sales and then toggle and see only B2B sales.
Guest about 2 years ago in CRM App 0

Quote to order workflow - re-send approval

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 ...
Guest about 2 years ago in CRM App 0

Choose user to send email to

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...
Guest about 2 years ago in CRM App 0

Don't autopopulate salutation field

Currently the salutation field is automatically populated with the contents of the first name field. There should be an option to not autopopulate the salutation field as sometimes users may want the salution to the the title of the contact i.e. M...
Guest about 2 years ago in CRM App 1

Enquiry form - Link to products

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 about 2 years ago in CRM App 1 Already exists

Service Ticket web portal

The service ticket page that(you) prospect use for our problems looks really nice - could we get something more integrated for our customers?
Guest about 2 years ago in CRM App 0

Freeze column headings in reports

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.
Guest over 2 years ago in CRM App 0