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Ability to resequence quote lines by numbering

At the moment you can drag and drop to reorder lines within the quote, however the ability to use numbers to reorder the lines would be benefical to some customers, similar to how this used to be managed in version 6
Guest over 3 years ago in CRM App 0

Ability to stop people replying to recall email notifications/add bounce back

Airflow are finding that users are replying to a recall via the recall notification email rather than in the CRM. They would like the ability for this to not be possible or to send a bounce back email following the reply being sent via email
Guest over 3 years ago in CRM App 0

Extended description email table line break

When the extended description field is enabled on a quote the line break formatting is shown in the document quote table. In the email line quote table the line break formatting is not shown. This results in the extended text being on a single lin...
Guest over 3 years ago in CRM App 0

Turn Product Category Filter to Multi-select Drop Down

Currently the product category filter is a free text filter but it would be better as a multi-select drop down so the user can select multiple categories when filtering. E.g. you may wish to get a list of sales transactions which products are in t...
Guest over 3 years ago in CRM App 0

Setting for Products to require acceptance when importing

When a product is imported to the CRM it immidiently is available in reports, searches etc. A Customer has suggested a setting of field so they don't automatically appear on reports until we have accepted them as a new product. Quarantining produc...
Guest over 3 years ago in CRM App 0

Copy/ clone user account

When adding a new user account to Prospect CRM it would be useful to be able to create a user based on an existing user account. Having a clone/ copy user feature will make things easier and quicker for administrators. It will also ensure consiste...
Guest over 3 years ago in CRM App 0

Email template - Document and Template attachment order

On an email template if you have a document attached and a template attached when you use the email template the static document is attached first. Ideally the template document should be the file the is attached first.
Guest over 3 years ago in CRM App 0

Reports - Grouping - Group by object name and not code

When you apply grouping to a report i.e. an opportunity report and you group by current status the system will use the status code and not the status name to group the report. The status code cannot be changed once a status has been created.At the...
Guest over 3 years ago in CRM App 0

Add a 'Deleted By' and 'Deleted' timestamp field on records

When displaying records in the recycle bin, these use the 'Last updated by' and 'Last update timestamp' fields to show when and whom deleted the record. However if any change is made to these without it being recovered, these values will be update...
Guest over 3 years ago in CRM App 0

Search & Replace field for User First Name

Currently we only have a search & replace field for the user's full name. Sometimes a customer may wish to only include their first name on more informal email templates. In order to do this at the moment you need to create a CRM contact recor...
Guest over 3 years ago in CRM App 0