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Copy quote line sequence when copying lines from quotes

When you copy a quote it would be good if the quote line sequence is also copied as they are currently in some kind of alphabetical order.
Guest over 5 years ago in CRM App 0 Already exists

We would like to set payment terms in Prospect by individual customer.

For generating invoices we would like to know how many days credit to give them.
Guest over 5 years ago in CRM App 0

Importing Written Off column from Exchequer to CRM for products

A customer would like the written off column in Exchequer for product order lines to be imported into the CRM. This would be useful for reports including the Back Order report. The solution would work by having a written off column in the order li...
Guest over 5 years ago in Integration 1

New Report search bar showing basic entities when emptied

If you look up a term and delete it, every entity will be shown in an alphabetical order, and to get back to the basic entities you have to scroll all the way down to press show less. I think that having the window go back to those basic entities ...
Guest over 5 years ago in CRM App 0

Responsive settings option

When the CRM page is reduced to half size the settings option in the bottom left disappears, lots of space is still available for it.
Guest over 5 years ago in CRM App 0

Option to show tomorrow's recalls within the recall list

A customer would find it useful to have the option within the recall list to show your recalls for tomorrow. The upcoming shows all upcoming rather than just a select period.
Guest over 5 years ago in CRM App 0

Add a tab for division delivery addresses to the division screen

It may be useful to see a list of division delivery addresses from a tab on the division screen
Guest over 5 years ago in CRM App 0 Already exists

Being able to product groups as permenant options

It would be exceptionally useful for users to be able to create product groups and then be able to search for them within the CRM. We could have another filter in the quote line drop down box, for 'Product Groups' - please see screenshot. Typic...
Guest over 5 years ago in CRM App 0

Additional Bulk Update Tools - adding products to lists

When using editable list tab style pages in Prospect 365, to be able to add a new row to the list, you have to add items individually. For example if the editable list tab is related to adding Product Items to your list, each time you want to add ...
Guest over 5 years ago in CRM App 0

Add 'Warehouse' selection drop down to quote header

At the moment this is available per line in the pop out pane. To ensure users have an easy way to see if a warehouse is not set, it would be beneficial to have this field on a quote header to avoid orders not being processed as a warehouse is not ...
Guest over 5 years ago in  0