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Allow Opportunity Source to be required and on creation screen

It is not currently possible to make an Opportunity source required and appear on the creation screen. Some customers need a way to enforce setting Opportunity source to something accurate/specific
Guest almost 3 years ago in CRM App 0

Include the product fields CommerceCode and ICCCountryName in the integration

As a customer using Unleashed it would be good to have the CommerceCode and ICCCountryName product fields included as part of the integration with Unleashed so that the fields are available on products in Prospect CRM. These fields are useful on q...
Guest almost 3 years ago in CRM App 0

Automated Order Confirmation Emails for CMS orders only

There is a CRM system setting 'Order Confirmation Email' which allows you to specify a document that is sent when a quote is put into one of two states, "Customer Acceptance" or "In ERP system". The CRM also has an internal order notification emai...
Guest almost 3 years ago in CRM App 0

Update Activity area of Sales Order with Payment Receipt for Dear Inventory

A customer has started to take card payments via Prospect CRM and noticed that the activity area of a sales order in Dear Inventory is not updated to say that payment has been received.
Guest almost 3 years ago in CRM App 0

Automatic retry on quote confirmation issue

Frequently a CRM quote will fail to confirm due to an intermittent/one-off issue, and clicking "retry" will allow it to go through a second time. In order to flag up these and avoid quotes getting "lost" in the CRM, we could look into implementing...
Guest almost 3 years ago in CRM App 0

Searchable task list

Some of our users have many tasks in which navigating them can be difficult. If a user knows they have an outstanding opportunity for 'Steve' at 'Jam Jars ltd', they can either scroll through their tasks trying to find an opportunity in a sea of m...
Guest almost 3 years ago in CRM App 2 Planned

Update "Save Document" toggle label

The "Save Document" toggle on the email editor only apples to the email itself, not any attached documents. This can cause confusion for users who expect it to also not save a copy of the attachments (which are generated and saved to the parent re...
Guest almost 3 years ago in CRM App 0

More paste option in emails, especially tables from excel

When pasting a table from an excel report into the email body, it only lets you copy it as an image. This is annoying for the receiver of the email as part numbers in the pasted table cannot be copied from there directly. Would be nice to have thi...
Guest almost 3 years ago in CRM App 0

Show priceband pricing on Special Pricing page on Company

If you use CRM Special Pricing, you can apply a priceband to a customer account, which is then assigned to a company record. If you then open the Special Pricing page of the company, you can only see that the ledger is assigned to a priceband - yo...
Guest almost 3 years ago in CRM App 0

Rename Report Groups & Columns

If you write a report and add a group/summary on a summed value the name of that value is really long and cumbersome e.g. "Custom Fields Quantity Total". It would be very useful to be able to rename these fields in the report so they make more sen...
Guest almost 3 years ago in CRM App 0