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Inputting an address should be easier when creating a new business contact

When creating a new business contact and adding an address it would be useful if there was text in each of the address line fields to indicate what should go into the address line i.e. Address line 1, Address line 2, Address line 3 (Suburb), Addre...
Guest about 3 years ago in CRM App 0

Change parent for B2C when accidentally placed under a company

You can change the parent of a B2C contact to be under a company, whilst this may be useful you then can't make it back to be not under a company. Say you accidentally move a B2C under a company, currently the process to change this back is to rev...
Guest about 3 years ago in CRM App 0

Store Invoice Number on Quote Records once generated in integrated Inventory/Accounts System

A Sage 50 customer would find it useful to have the invoice number stored on the quote record once it has been generated in the integrated Inventory/Accounting System. The purpose of having it stored on the quote record is to then be able to send ...
Guest about 3 years ago in CRM App 0

Product burn down report

We capture the historical sales transactions for products and we know how many units are available for each product. As a user it would be good to know how long a particular product will last until it has sold out. Having this information will all...
Guest about 3 years ago in CRM App 1

Can't set the default value on Opportunity Source

Opportunity Source Defaults to Unknown and there is no way to change this.
Guest about 3 years ago in CRM App 0

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 about 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 about 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 about 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 about 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 about 3 years ago in CRM App 0