Our Opera imports import the two-digit country ID from Opera into CRM in the sledger countrycode field, however all CRM reporting can only use the Country field which is not populated. Could we see if we can trigger an update on sledger any time t...
We use the additional description part number frequently because we don't create part numbers on orders until we get the order. It would be helpful to be able to save an image to the quote only for that part number so if I have to resend a quote, ...
Currency if you add in sequence as a column to the quote table using the new quote table configurator it pulls through as 10,20,30 rather than the line sequence of 1,2,3. We should change it so it pulls through as so.
Move support Chat into a pop-out window/ add option to move so it doesn't block the screen
When getting help building a report etc it's really difficult to keep the conversation up whilst looking at the filters etc. the chat blocks an important bit of the screen. Would be better if it sat alongside or was in a pop-out window.
As a user if I have multiple instances of Prospect CRM it would be good to include the name of the Prospect CRM instance in notification emails to internal users, i.e. if I send a note to a colleague as well as including the type, id and message t...
There should be a reporting object that allows the system to display a list of products and the list price for the product and the different price lists available for the product.When the report is added/ viewed/ filtered at the company level the ...
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