Linkedin / Data Cleansing Opportunity: Having a link between Linkedin and Prospect to flag contacts recorded in the CRM who moved on from their company.
Finding a way for Prospect Soft to “scan” Linkedin and send us an alert for potential contacts in our CRM who may no longer work in the company/division they are currently saved under would help us ensure our data is up to date. Alternatively, bei...
Automatically track all Email conversations from outlook/gmail
Couple of customers have raised this feature, is there way to automatically capture the email response rather manually saving back to the CRM. HubSpot apparently has this functionality, where the customers can automatically track all the emails se...
We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
Default sales person in opportunity with current user
Customers would like that when creating an opportunity or contact that the sales person field sets the user as default instead of having to select it every time.
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about 4 years ago
in
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Good idea awaiting more votes
Add handling to select only most recent record in a report
It would be useful when reporting on quotes under companies for example, to be able to select to only show the Top/Most Recent record under that company in the same way you can do this in SQL.
It will be useful for customers who created products in CRM which have yet to be created in ERP to be able to update the CRM pricing in bulk when there's a change in pricing.
We should post receipts taken from Stripe to Sage 50. Would make it a lot easier for our customers to manage their payments and see which orders have been paid for by card and the details of those payments.
It would be beneficial to allow users to edit the dates on tasks.recalls they have set instead of having to create a new recall. Recalls that are accidentally set to the wrong date currently can not be changed.
Have the ability to set up recurring / standing / subscription orders for customers. For example, for rental equipment customers are charged a rental fee monthly at the end of the month. Typical parameters: Chosen transaction date, frequency (mont...
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