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Ability to copy groups so its easy to re-list under more than one heading

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Guest over 4 years ago in Product Management 0

Choosing other delivery addresses at the point of order confirmation, rather than having to search.

When changing the delivery address at the point of order confirmation, choosing to 'Deliver to another Division' then takes you to a database search, where you have to type and search for the Division with the correct delivery address. A customer ...
Guest over 4 years ago in CRM App 0

Shared Reports Permission

A customer would like to be able to control who can create shared reports. A user permission for this would be useful.
Guest over 4 years ago in CRM App 0

Ability to change another user's password from the Admin Portal

Rather than having to go to ProspectSoft.com, why don't we add the ability for an Administrator to reset a user's password?
Guest over 8 years ago in  0 Will not implement

Open PDF rather than download

Download PDF leaves a lot of sensitive files in download folder, with attendant security risks. Much better to view or open in acrobat viewer
Guest over 4 years ago in CRM App 0

Ability to Label Address Feilds

Ability lable address line feilds showing where the Address line, 1, 2, 3, county and country should be entered.
Guest over 4 years ago in CRM App 1

Confirm button to prompt for ledger creation when no ledger selected

Originally brought up as feedback to the advanced/simple ledger mode task. In simple mode:Instead of disabling the confirm order button, can we A. Leave it enabled B. Popup a message that says "this customer doesn't have an account in Xero. Create...
Guest over 4 years ago in  0 Already exists

Add Own Colours to Tagging

A customer would find it useful to be able to add their own colours to the new feature tagging. This could work similar to how a colour is assigned to a company type, so you have access to the colour wheel.
Guest over 4 years ago in CRM App 0

Ability to update VAT rate on a range of quotation lines

VAT Rate Code and Percentage are hard-coded to quote lines when they are created. If the VAT Rate Percentage changes (ie. when a country changes their VAT rate) then there is a need to have the hard-coded VAT percentage updated on a large number o...
Guest over 4 years ago in CRM App 0

Campaign Activities filter out contacts who've already received a mailing

Avoids having to export to excel to compare the 2 emailing lists.
Guest over 4 years ago in CRM App 0