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Add search to the documents tab

It would be useful to add a search feature to the documents tab to allow user to filter the documents
Guest about 5 years ago in CRM App 0 Already exists

Improvement to UX when building a Quote with many lines

When you've got a Quote that already has a large number of lines on it, if you close that record and reopen at another time, to be able to add a new line to the Quote you have to scroll down to the last line added to make use of the quick search f...
Guest over 5 years ago in CRM App 0 Already exists

Ability to create Sales Ledger in Prospect CRM and Create in Exchequer prior to confirming an order

At the moment, if a sales ledger is created in Prospect CRM it is only created in Exchequer once an order has been placed on the account to avoid creating ledgers in Exchequer that may never buy. In certain circumstances (service repairs) a ledger...
Guest over 5 years ago in Exchequer 0 Already exists

Remove Mail Merge Documents from Activity Section

A customer who regularly uses CommuniGator would like the option to be able to remove the mail merge document record from the activity section. They find that the mail merge document can clutter the activity section which could contain important n...
Guest over 5 years ago in CRM App 0 Already exists

Show Unleashed Delivery Addresses within Sales Ledger Record

The new unleashed integration imports the delivery addresses to the CRM & when quoting you can select an alternative delivery address. However, if you go to the sales ledger that has these associated delivery addresses they are not listed anyw...
Guest over 5 years ago in CRM App 0 Already exists

Set Default Quantities for Upsell Manager Links

Within V6 Upsell Manager you could set default quantities for certain upsell manager links. For example if you had an alarm system product & wanted to setup a upsell link to a battery & needed two batteries you could set a default quantity...
Guest over 5 years ago in CRM App 0 Already exists

Change Notepad Edit button tooltip and icon

The Edit button on each notepad entry has a Spanner icon and a tooltip of "Notepad settings". This is unclear as it implies it will open the Settings slideout section. It would make more sense if it was a Pencil icon and the tooltip was "edit note".
Guest over 5 years ago in CRM App 0 Already exists

System option to choose country lookup in address search

Currently there is a system option to configure countries (https://crm.prospect365.com/configure/Country) but this does not allow you to change the enablelookup column that allows you to search for addresses in that country, as currently all count...
Guest over 5 years ago in  0 Already exists

Ability to export notes to excel

CSG would like the ability to export notes from the CRM to excel
Guest about 6 years ago in  1 Already exists

System Option for the way Date Fields are displayed

A customer would prefer to see the date fields as the exact date & not for example '2 Months Ago' on a report. For some of our customers they would prefer this display method but for others they would prefer the exact date, it would be good to...
Guest about 6 years ago in  0 Already exists