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Integration

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Import Suppliers from Katana

A customer has raised that they would expect Suppliers to import from Katana
Guest almost 2 years ago in Other 0

Ability to mark products as not sellable in PSCRM

Ability to mark certain products as not sellable in Prospect CRM so they are not visible in product searches for quoting and order processing. These should remain sellable in the inventory/ERP solution
Guest almost 2 years ago in Integration 0

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest almost 2 years ago in Unleashed 1 Already exists

To reflect accurate timings of orders from Unleashed to Prospect

At the moment all orders placed via Unleashed are shown as of midnight from the Unleashed API and therefore they don't appear on Prospect in realtime. I would like to propose that this is amended to show orders on Prospect in realtime to make our ...
Guest almost 2 years ago in Unleashed 1

Text message integration

We would really love to have a text message intregration like dial pad or the like
Guest about 2 years ago in Integration 0

Problem follow up dates & escalation

when allocating a recently created problem to a individual, it would be good to include their line manager in the notification so they can be aware of the task that has been assigned and the urgency that it needs to be dealt with.
Guest about 2 years ago in Other 1

Multiple options available on quotes

As we sell customized solutions, we would like to make quotes showing various options the customer could select. When options are selected, it will show the correct amount. Also useful to offer two different products and let the customer select wh...
Guest about 2 years ago in Other 1

Update Leaderboard based on Invoiced Sales (or allow client specific designation)

Currently the leaderboard only pulls in sales data that is placed through Prospect while the Revenue tile comes from Invoiced sales. Can we either 1- change the Leaderboard to pull from Invoiced sales just like the Revenu tile, or 2- Allow our man...
Guest about 2 years ago in Unleashed 0

Integrate Shipping details from Unleashed

Unleashed has not only the sales invoice details, but also a tab for shipping. Clients ask sales associates all the time for this detail, but we are unable to view this at the moment in Prospect.
Guest about 2 years ago in Unleashed 0

Add a 'Confirm or Save your changes' tab

It seems like changes are too easy to make in Prospect and users are not even aware that they have made those changes. I feel like there a number of issues that could be avoided if there was a ‘Do you want to save your changes’ pop up that appeare...
Guest about 2 years ago in Other 0