Opportunity Pipeline Stages - Pop out text on hover for extra info
would be great if you hover on a pipeline stage there is some text to explain a bit more about that stage and any information required before moving the opportunity to that stage - the on hover popup currently just shows the stage name
When in the Order search tab https://crm.prospect365.com/view/Report/Sales-SalesOrderHeaders the search results only return results for complete order numbers that are in the format stored in the CRM - for example in Access Dimensions my Sales Ord...
When adding the Guttometer to Custom panels it would be great if you could choose whether to use the large graphic or just a simple one line eg 25% - it takes up a lot of precious screen space.
Choose which stock level we use for Stock Availability when quoting
A customer would like to choose which stock level is used for the available stock when searching for products e.g. a Access Dimensions customer would like the available stock number to just to be free stock. In the meantime we have added the stock...
It would be very useful for companies who dropship orders to be able to use "Fixed" or "Last" cost price rather than average cost which is only populated for items that are stocked. Prospect CRM is stock aware CRM, but it would really help compani...
Create Custom Dashboards from standard CRM dashboard components
It would be great to be able to bring elements of the existing dashboards into custom dashboards. or turn off certain elements on the standard dashboard - I'm not keen on the sales rep ranking element so that would stop us using the whole standard...
Ability to display Access Analytics dashboards in CRM
Access Workspace Analytics has the ability to consolidate data from many external sources and show them in PowerBI style dashboards - it would be great to be able to show these within the CRM dashboards
We do not import a bin location from Xero, but customers may find it useful to store this information so that this stock can easily be found. As Xero does not store this information, allow our users to input this on a stock record could be incredi...
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