There might be contacts with a supplier that you have and want to keep track or correspondence with when making purchases. Having these contact records imported from Sage and create in the CRM would make correspondence with suppliers easier to man...
When looking at a record that has an Automated flow used on it, you might want to start a second flow. Currently we will append (Completed) to the end of any flows that have already been run. The options presented in the Flow drop-down are just pr...
Add handling to show DNS records after validation or allow users to delete validated domains
Once you have validated a domain in the CRM, you can no longer see the DNS records that were required for the validation. This can cause a problem if you then move to a different Domain provider and need to reverify, as you cannot invalidate the c...
Add handling for syncing contacts to Unleashed with additional email
Currently, if we import a contact from unleashed and its using an email that is already on a contact in the CRM, it will create the contact with no email, and put the email in the additional emails on that contact. If an update is then made on tha...
In the Configure Quote Status settings page https://crm.prospect365.com/configure/QuoteStatus there are 3 options that you can apply for editing per quote status No/Yes/Admin. It would be great if there was an option so admins can only edit the ar...
Currently when importing Sales Ledger from Cin7 we store the Primary contact ID for the the sales ledger and do not sync the secondary contact's ID for the sales ledgers. Sales can be raised under a secondary contact in Cin7. When we import the sa...
Add handling to filter products based on Product Group
Currently to have a product shown on your CMS site is to set the web catalogue field, and set the product in a web group. You can use a report to check what products have the web catalogue field set, but there is no way to see what products are no...
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