Product Suggestions
ADD A NEW IDEA

All ideas

Showing 427

Include Customer Default Warehouse for Unleashed Integration

At the moment the Prospect CRM Unleashed integration only looks at the default warehouse set on the product. However, some customers set warehouses for specific customers which can be done on the customer account within Unleashed. Therefore, we sh...
Guest over 4 years ago in CRM App 0 Shipped

Auto-save (all) emails to CRM from outlook inbox by email address

A lot of CRM's in the market will automatically store incoming and even outgoing outlook messages. A lot of customers ask for this when i talk about STCRM. And/Or include some tagging in outbound emails so that replies are then automatically saved...
Guest about 5 years ago in CRM App 5 Shipped

Sequence Report Order in the Shared Report Areas

A customer would find it useful to be able to sequence the report order within the shared report areas so the most frequently used reports appear at the top.
Guest about 5 years ago in CRM App 1 Shipped

Include Documents in Activity Group at Company Level

Would be really useful if activity summary at company level would also show you the documents as well.(there is a bug for this as well) SPABUG-I-2076
Guest over 4 years ago in CRM App 1 Shipped

Display Price Levels on Product Record

A customer would find it useful to show the different price levels on a product record. For example in Unleashed you can have different price tiers for a customer, one might be for wholesale customers and one might be for other customers. Therefor...
Guest about 4 years ago in CRM App 4 Shipped

Drag and Drop Quote Lines to re-order

The ability to drag and drop lines on a quote would make the process much easier than having to go into each product and changing the sequence.
Guest almost 9 years ago in  0 Shipped

Associate specific Guttometer Values to Lead Status so it changes automatically through the pipeline

A customer would find it useful to be able to set a default guttometer value for each stage within the sales pipeline. For example a lead status of pushing to close may have a higher guttometer value than qualified. This would avoid the user havin...
Guest over 5 years ago in CRM App 1 Shipped

Better integration to social media

We think it would be really useful to be able to connect CRM contacts to their social media profile, particularly LInkedin
Guest about 9 years ago in  3 Shipped

Organise Reports

To Find and locate reports easily - could the Reports be organised in Alphabetical order both in Shared Reports and My reports
Guest over 4 years ago in Admin Portal 1 Shipped

Create and X But not Y report specifcally for Product Catogories

The current X but not Y focuses on Product codes. Some customers have said it would be useful to havethe same report but where you can see what product catogories customers are buying and also what they are not buying.
Guest over 3 years ago in CRM App 1 Shipped