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Show pipeline status updates on consolidated Activity

This is useful where no notes are added to an opportunity but there has been activity on the record.
Guest over 3 years ago in CRM App 0

Set days ahead in recall

There used to be an option to "set days ahead" in the recall, which was very handy. This isnt available in the new platform
Guest over 6 years ago in  1

Request deletion/change process

As not all users have deletion rights, there should be an option to "request deletion" via the "..." menu. This would then alert administrators to the need to review and delete the record. This could be expanded to other things such as requesting ...
Guest over 6 years ago in  0

Ability to click on the next Pipeline status

Pipelines look really good but a nice extra would be being able to click on the status at the top of the page to move it to the next status, rather than using the status drop down. I think they look a little like buttons anyway so people might try...
Guest over 6 years ago in  0

Gallery of Quote tables

Probably needs considering alongside https://prospectsoft.aha.io/ideas/ideas/SPA-I-135 but as well as a gallery of document templates (for those that want a complete document) we should also offer a gallery of quote tables - with pre-selected fiel...
Andrew Ardron over 6 years ago in  0

Call list managment

For businesses that need to regularly call lists of customers.
Guest over 3 years ago in Other 0

Integration to QBC contact position (job description)

When we first import contacts from QBC we should also import the job description set in QBC.
Guest over 3 years ago in QuickBooks Commerce 0

Set Reports to show as main dashboard

Logged for Hanlin: This is particularly for telesales teams using particular reports on a daily basis. To make calls/confirm orders etc.
Guest almost 7 years ago in  0

Import account manager from QBC

We currently don't import the account manager from QBC, it would be useful to have this fields set in the CRM
Guest over 3 years ago in QuickBooks Commerce 0

Update the pipeline component use same colour for "Active" as the lead/problem status component

The new pipeline components uses blue for active, green for sold, grey for lost. But, the lead/problem status component (on lead reports and in the notepad view) use orange for active. Update the pipeline component to match lead/problem status com...
Andrew Ardron almost 7 years ago in  0 Good idea awaiting more votes