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Create records without the pop-up page

When creating a record such as opportunity, problem, quote or sales order you first get a pop-up page to fill out the details of the record. These details are also present on the record that is created. As a user it would be useful to be just pres...
Guest about 2 years ago in CRM App 0 Will not implement

Re-introduce "Default Account Manager" to the Industry type screen

This had been removed on v92 update. Useful for companies who deal across all industries, therefore account managers specialise in those industries.
Guest about 2 years ago in Admin Portal 0

Quote/ Order Product search pop-up

On the product search page when creating a quote/ order it would be useful as a user to be able to order the columns on the page so that I can sort the results based on quantity, price etc. As a user it would also be good to be able to select the ...
Guest about 2 years ago in CRM App 0

2 layer Account Manager / Sales Person

Prospect is excellent, and we do find the platform highly efficient for the most part; however, we have encountered a problem. It monitors the products and companies with sales, allowing us to forecast financials and budgets, trials etc. Howev...
Guest about 2 years ago in Product Management 0

On New Sales Order, selecting sales ledger should move order under that division

For speed of entry, when creating a new sales order, when the user enters the sales ledger code, this should automatically move the quote to underneath the division where that S/L is under. If there are multiple divisions associated to that S/L, i...
Guest over 6 years ago in  0

Enable Product Mix analysis for Magic Matrix Categories

It would be helpful to run basic reports on product mix based on magic matrix categories eg: % of product lines in each category, % of product sales by qty in each category, % of product sales by turnover in each category, number of new/discontinu...
Guest about 2 years ago in Product Management 0

Tasks on the overview dashboard

On the Overview Dashboard the tasks report should show a list of tasks for all users. Currently the report only shows tasks for the logged in user.
Guest about 2 years ago in CRM App 0

add recall management to the normal activity screen

Currently to set or clear a recall you have to open the recall window. This feels like an additional step that is not needed. We should have this available when adding a normal note on the activity section to make this quicker and easier to do.
Guest over 6 years ago in  0 Already exists

Add re-order feature to CMS Banner Image plugin

When adding new items to the banner image plugin, you can only add to the end of the list. It would be good to have a feature where you can reorder and shuffle them around. I have had to do this for a list of 7 images and to get them in a specific...
Guest over 2 years ago in CMS Editor 0

Last Comment

Can you kindly add the last field for last comment on reports.
Guest over 2 years ago in Other 0