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the system to update all data including parent and child so when its updated in Unleashed it then updates in prospect - currently they dont talk after the first upload resulting and a multitude of data having to be reentered and cross matched

The fact that the system is not talking and updating creates lots of data mistakes and extra work
Guest over 1 year ago in Automation 1

Enable Closed tasks reporting

We need to run a report for our Customer Service and Sales teams on the number of CLOSED tasks for a designated period (usually a week or a month).
Guest over 1 year ago in Admin Portal 0

Disable management of account managers in CRM if synced from ERP

There is a CRM system option for updating account managers to match the ERP system (imported onto CRM sales ledger records) overnight. If this is enabled, you should not be able to change account managers on Company/Group records, as it will alway...
Guest over 1 year ago in CRM App 0

Move the 'Related' table to the Details section on a Problem

I would like to be able to see right away which problem relates to which on the main screen. We should be able to customise the problems more by moving tables where is most convenient for us as users.
Guest almost 2 years ago in Admin Portal 0

To be able to merge problems which allows for activity to be merged too

To be able to merge problems and activity will be moved into the chosen problemSame with customers or companies, you should be able to merge. Deleting contact and only being able to 'move children' is not helpful when there is extra information in...
Guest almost 2 years ago in Admin Portal 0

MFA/2FA for internal username & password login

For customers who don't have SSO set up (via Office 365 or another SSO provider) there is no MFA/2FA flow available. For customers who need to enforce MFA for security reasons but cannot use an SSO provider, they would like an MFA flow for the int...
Guest almost 2 years ago in CRM App 0

Show Tax code as well as description

When importing tax codes, the ID is the unique identifier, however when selecting a tax code, it only shows the description, both in a dropdown and using the field selector, there is no way to see what the ID is. We could add a field for TaxCode I...
Guest almost 2 years ago in CRM App 0

Restrict product sales by geographical location

We are distributing a range of products that we can only sell in the UK, we want there to be some flag when attempting to add these products to a customer OUTSIDE the UK. (I guess you could set the countries allower or disallowed to be sent to). I...
Guest almost 2 years ago in CRM App 0

Hold a customer conference

I'm sure many of us have come up with different ways of working/solutions to things when working with Prospect365. It would be so helpful to meet other users/customers of prospectsoft to talk about how they use the system. I think it would also be...
Guest almost 2 years ago in  0

Be able to configure the magic matrix set up

The suggestions from the magic matrix do not seem to relate to our product range so would be good to be able to configure it ourselves
Guest almost 2 years ago in CRM App 1 Already exists