Currently in the report builder the Activity type for notepads is not exposed as a separate field, but included in the "Text" field of the notepad table. Exposing the Activity/interaction type field would make it easier for reports to be filtered ...
Add unit discounted price as an optional field on quote line screen
When adding a discount to a line on a quote, if the qty for the item is more than 1, it isn't possible to tell the customer on the phone what (discounted) price they are paying for each item - you need to either calculate manually by dividing the ...
Make new company icon more different to division icon
The new company and division record works great, one thing I would feed back is that the company icon is too similar to the division icon. I think this should be more obvious so it's clearer to the user which level they're at.
As an administrator for my Prospect 365 system, I should be able to manage and add new custom fields as well as decide how those fields are displayed throughout the CRM
You need to have specific permissions selected in Cin7 in order for your API key to work. Can we test that the user (or key) has permissions when they enter this.
Some of our customers who just use the web UI have been able to find the desktop download. We shouldn't show this within the Admin section of the CRM, this can be accessed via https://admin.prospect365.com/CRM/.
Searching for a contact with their first name and part of their company name. Or an abbreviation of their name and company name without having to click 'search more fields' . Example, 'Xand Pros'.
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