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Remove note

As a user when I add an activity to an object I may want to remove the activity.At the moment the remove note option is only available to administrators.If I have added an activity, I should be able to remove it. The only way around it at the mome...
Guest about 3 years ago in CRM App 0

Option to prevent Quotes, Opportunites, Sales Orders or Problems to be created under a division

Some customers processes require that records are created under a Contact e.g. Quotation. This is because contact name and phone details needed to be pushed across for delivery tracking. Currently there is no option in the CRM to disable quotation...
Guest about 3 years ago in CRM App 0

Set Default Tax Rates based on country if no sales ledger

When creating quotes or sales orders for prospect companies (company without a sales ledger) the tax will default to whatever the system default is. This can cause some users to use the wrong tax code as the customer may be an overseas customer wh...
Guest about 3 years ago in CRM App 0

Edit Default Pipeline for Quotes created under Contacts

Currently it is not possible to edit the default pipeline for quotes created under contacts. At the moment the default pipeline is always quick quote, even if you obsolete this pipeline. A customer would like the option to change this default pipe...
Guest over 3 years ago in CRM App 0

Customer trend report

The customer trend report is very useful. A customer would like to be able to view the data and compare it by quarters instead of by year. The report should show spend for last quarter and spend for two quarters ago and show the trend, whether the...
Guest over 3 years ago in CRM App 0

Deleting CRM special pricing should obsolete, not hard delete

When deleting special pricing, priceband or sales ledger, it will hard delete rather than obsolete the record. This means there is no way to restore any special pricing that was deleted accidentally, or needs restoring.
Guest over 3 years ago in CRM App 0

Menu Item - Record Creation

In the system settings section of Prospect CRM you can specify which options to show at the entity and global level. There should also be an option that allows you to specify which users and/ or user types should be able to have the option to crea...
Guest over 3 years ago in CRM App 0

Create new user

When you are creating a new user account in Prospect CRM you cannot create the account without inviting the user. Often you want users to be setup and to be able to assign them to accounts and test the system before you invite your users. The way ...
Guest over 3 years ago in CRM App 0

Show ERP Orders in Quotes & Orders Page

A customer would like to see orders that were confirmed directly in the ERP System in the Quotes & Orders Page. Currently this just shows quotes & orders confirmed via the CRM which can cause confusion.
Guest over 3 years ago in CRM App 0

Upsell sequence to add at the bottom of the upsell item list

When adding upsell items the sequence is automatically set to 10 meaning if you have a large list of upsell items you need to start from the bottom to get them in the correct order. some customers sometimes have 70 to 100 upsell items which the...
Guest over 3 years ago in CRM App 0