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CRM App

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Display quote total net weight

Currently the weight of indiviudual products can be displayed on the quote, what would be more helpful is if the total weight for all the items was also displayed at the bottom. This would assist with shipping charges, especially with internationa...
Guest over 2 years ago in CRM App 1 Likely to implement

Ability to filter Other Reports to just 'My Reports'

We have removed the "My Reports" and "Shared Reports" entries in CRM release 81, and now all reports are visible and searchable in the "All Reports" page. If I am looking for one of my personal reports that I created, regardless of whether it is p...
Guest almost 3 years ago in CRM App 1 Likely to implement

On the dashboard to show the Sales Managers budget so we can track current orders against budget

No description provided
Guest over 3 years ago in CRM App 2 Likely to implement

Save to CRM to suggest records based on who the email was sent to

A customer would find it useful for the save to CRM to suggest records based on who the email was sent to rather than just who the email was sent by. An example of where this is useful is where a user is replying to an email and wishes to save in ...
Guest almost 4 years ago in CRM App 0 Likely to implement

Ability to restore deleted reports

Currently, there is no functionality to restore deleted reports. Might be an idea to create a 'recycle bin' in the UI for reports and have them deleted after 30 days?
Guest about 3 years ago in CRM App 0 Likely to implement

Add graphs for product analysis

The graphs implemented showing division analysis would also be useful for product analysis to make it easier to view the seasonal cycle of particular products within the CRM, as well as the pie chart for top customers of product. Could perhaps use...
Guest almost 5 years ago in CRM App 0 Likely to implement

Import Paid Flags from Xero as Secondary Connection

A customer would like to view whether an order has been paid yet within the CRM. Currently they have Unleashed as the primary connection so can't import this information. As a result they would need a secondary connection to Xero to pull through t...
Guest over 4 years ago in CRM App 0 Likely to implement

Tooltips for Buttons when you hover /mouseover

If you hover over a button in the CRM e.g. the refresh button, you will not be prompted with a Tooltip advising you what the button does. This would be a very useful aid to someone new using the system and will assist them in their adoption of it.
Guest over 4 years ago in CRM App 0 Likely to implement

Automatically Tag Companies as Lapsed when Obsolete in Unleashed

A customer would find it useful to automatically tag companies as lapsed within the company type when they're marked as obsolete within Unleashed.
Guest almost 5 years ago in CRM App 0 Likely to implement

Glossary of terms

As part of the onboarding academy it would be great if there was a glossary of terms that explains some of the key terms within Prospect CRM and used by ProspectSoft. This would help customers to better understand the terms that we use and equate ...
Guest almost 4 years ago in CRM App 0 Likely to implement