It will be extremely useful to be able to bulk close multiple Cases/Problems at once. For example if there are multiple cases in a specific status they can be closed in one go.
Create workflow automation diagrams for all processes. In my case, an RMA timeline/pathway would be very benefitial to new/incomming employees. This creates a workflow for them to easily follow with clear steps and sections for internal notes and ...
For situations where perhaps 3 days after the order has been taken, you wish to ask for feedback/a review. Would be a great addition to our Automation Flows feature. This can be based on the CRM order date.
This is a common function in gmail and others....we should be able to set a date for sending emails instead of it needing to be live. Can be very helpful to schedule out emails.
At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
Follow up is key to success. When logging call / activity notes, it would be great if you could set the follow date from that entry. This means you'd never loose past notes and each call is its own activity. e.g. next to the 'POST' button, have a ...
Enter discount price to auto calculate discount percentage from List price.
As per Unleashed quotations - you can have the List price and then enter Discount price. This then automatically populates the % discount on your behalf.
Linkedin / Data Cleansing Opportunity: Having a link between Linkedin and Prospect to flag contacts recorded in the CRM who moved on from their company.
Finding a way for Prospect Soft to “scan” Linkedin and send us an alert for potential contacts in our CRM who may no longer work in the company/division they are currently saved under would help us ensure our data is up to date. Alternatively, bei...
We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
Have the ability to set up recurring / standing / subscription orders for customers. For example, for rental equipment customers are charged a rental fee monthly at the end of the month. Typical parameters: Chosen transaction date, frequency (mont...
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