You can now add some really helpful tags to customers which allow you to further categorise your customers. However the Global search has no concept of the tags. It would be awesome to search for tag 'catering' etc, and return all contacts/compani...
Option to change colour of Quote to Order Workflow Approve or Reject Buttons
When demonstrating Quote to Order Workflow to a customer I noticed it would be useful to be able to change the colour of the Approve or Reject Buttons within the email. You can currently change the branding of the web page that the customer is tak...
As a customer if I have a quote on an opportunity, I would like the opportunity to be set as close-won when the quote is confirmed. At the moment the quote and opportunity record statuses are not linked so when a quote is confirmed the opportunity...
Populate opportunity margin from quote once created
We currently automatically populate the opportunity value with the base value from the quote underneath the opportunity. We should do the same for the opportunity margin using the base total margin from the child quote.
The Created date on a sales ledger record usually ties up to the date it was created if it is either created in CRM by a user, or imported to CRM from ERP the same day it was created. However, this is not always accurate - for example, an initial ...
There are scenarios where changes to an ERP order book can result in erroneous increases in available stock, this is not a fault within Prospect, it is something which occurs in our ERP and I can imagine others also. These errors get corrected by ...
Delivery due no longer editable on quote line list
The "delivery due" date column has been removed from the core quoteline report as it is not supported in a lot of ERP systems. If you customise it back in for a supported ERP system, the toggle in the Settings panel doesn't work, as the 'QuoteLine...
Currently we have a shortcut when setting a task for tomorrow but a customer would find it useful to add more options such as Next Month or next week etc.
Make reports public - available without the need to have an account
When creating a report it would be useful if there was an option to make the report available to anyone who has a link to the report and not just users that have access to Prospect CRM. This would be similar to the setting in Google docs. There ar...
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