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A set of standardised hosted AME's that our customers might find useful

We've got plenty of things that we've setup on our own system that our customers would find useful. Things like the taskcentre which automatically updates the close date of a lead once the date has passed would be useful for most customers. I thin...
Jonathan Brewer over 9 years ago in  0 Will not implement

Accounts Link on sales order header reports

Some dashboard tiles, like the 12M performance use a sales order header report, which we should add an 'Open in unleashed' link to
Guest over 4 years ago in  0 Likely to implement

Restore process future enahncements

In the future, the restore process should also incorporate other options for the system. This should include the items linked in the technical notes
Guest over 4 years ago in  0

When you change parent on a quote, (from one customer to another) the system automatically updates prices to the new parent's prices without option

If a complex quote has been prepared accidentally on the wrong customer, and so you move it to the correct customer using 'change parent' the prices get changed to the new customer's pricing without option, if you have negotiated / changed lots of...
Guest over 4 years ago in CRM App 0

When a quote is cancelled against an opportunity the value of that quote should be subtracted from the opportunity value

If the quote is cancelled then clearly it is no longer going to make up any part of the opportunity. If it is cancelled and a new quote is added then the value is the total of the two quotes, which is incorrect
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Consolidated RFM view at Company Level

RFM stats are currently generated per ledger, so only show at Division level. If it is possible to consolidate these into a view, this would be good to see at Company level as well.
Guest over 4 years ago in Integration 1 Unlikely to implement

Pull through shipping information from Accounts/ERP System

Lots of Accounts/ERP Systems have integration or plugins for shipping and fulfilment that allow automatic shipping and delivery tracking codes. It would be useful for Prospect CRM to pull this information from the system and store it against the q...
Guest over 4 years ago in Integration 0

Add ID to Xero Sales Ledgers

When creating a sales ledger in Xero, Xero will generate a very long number. It would be great if this could be shortened to a 6 or 8 digit code similar to Opera.
Guest over 4 years ago in Xero 1 Already exists

Add out of office to CRM

It would be useful when setting recalls to know when someone is marked as out off office. Ideally this could be linked to Microsoft Office out of office.
Guest almost 5 years ago in CRM App 0

Allow customisation of product search report to hide cost price

Some of our customers have been hiding fields in the customiser such as the cost price. We have recently added the cost price to the product search report which is not customisable.
Arthur Ashdown almost 5 years ago in CRM App 1