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Improve the pipeline UI on opportunity/problem/quote screens

On our opportunity/problem etc screens, the pipeline flow graphic (the thing at the top that shows you where you are on the pipeline) is at the top, and is in the same place, with the same information on every page. This is useful, but it's positi...
Andrew Ardron about 6 years ago in  0

Create link to docs when duplicating records

When duplicating records (quotes, leads etc.) we could save disk space by reference the existing docs to the original rather than creating an actual duplicate. This would be advantageous for things like CAD drawings etc when customers re-order exi...
Guest about 6 years ago in  0

Bulk Update The Warehouse Field On A Quote Line

Referring to ticket 263109, Sarka would like to be able to bulk update the warehouse field for the products on the quote line. Currently you are unable to update this field from the bulk update tool. Video: https://www.useloom.com/share/3df643a196...
Guest over 6 years ago in  0

The division "Activity" is great, but actually fails to give you a decent overview of recent activity. It needs slightly more info adding.

FYI - This item is slightly related to this bug, and will make more sense with consistent reference to "Activities" : https://prospectsoft.aha.io/ideas/ideas/SPABUG-I-716 Under division (and contact, lead, etc), we have an "Activity stream" (UI g...
Andrew Ardron over 6 years ago in  0

When creating a pipeline (Sales or Service) it would be nice to be able to copy an existing pipeline

Copy pipeline, including settings and status'
Andrew Ardron over 6 years ago in  0

Friendly error on login if not licensed user

If your user login is changed from Licensed to Disabled, when you log in you just get a MetaData error: Unable to load metadata.[object Object] Console shows Error 401/HTTP 500 loading https://api-v1.prospect365.com/EntityFieldFormats Could there ...
Guest over 6 years ago in  0

Reminder that Report isn't saved before closing window

If you create a Report in the Web UI but forget to save it and close the window, I think it would be good for it to prompt you 'your report isn't saved, would you like to save it before closing? Yes/No' as sometimes I close a report and completely...
Guest over 6 years ago in  0

Unable to see "Acccount Code" on sales ledger when using Xero Integration

In Xero you can confirm an "Account Code" (e.g. ABAP01) to represent a customer/supplier however you cannot see that in the CRM when viewing a sales ledger. https://www.useloom.com/share/4b6707db44dd4300920e11957fd8101d
Andrew Ardron over 6 years ago in  0

Show Order date on Quote record 'Order' Page

We currently show many details of the order, but the order date should be a default field in the header of that page (see screenshot)
Stuart McLaren over 6 years ago in  0

KPI boxes on a product

I really like the new sales analysis tabs on division and product, but on a product it would make this cool feature much more obvious and easier to find if there were kpi boxes on the product first page, just like on the division page. Also - i wo...
Andrew Ardron over 6 years ago in  0