Provide option to toggle between B2C and B2B in RFM
Currently when viewing the RFM it will show only B2C sales or include B2C and B2B sales. There isn't an option to be able to toggle and see only B2C sales and then toggle and see only B2B sales.
The customer does not always know if their contact will pay via Stripe or on account.There should be an option to allow a contact to approve a quote and for the sales person to then set if the quote will be on account or Stripe. This should allow ...
When you have created a quote it would be useful to be able to search for a contact that the quote should be sent to. This contact may differ from the contact that is the parent of the quote. When you click on the arrow to add an email address, th...
Currently the salutation field is automatically populated with the contents of the first name field. There should be an option to not autopopulate the salutation field as sometimes users may want the salution to the the title of the contact i.e. M...
Email notifcation when assigning to different account managers
Need to get email notification when assigning a record to a different account manager (whether it's Enquiries, Companies, etc.) e.g. when I change Account Manager A to Account Manager B in Enquiries/Companies, Account Manager B will get notified v...
A customer has kindly provided some feedback where the address look up allocated parts of the address to the wrong line. This is something that we can look at enhancing if in high demand
When a user is completing an enquiry form it would be useful if they could select a product that they are interested in and for that product field to link to the products available in Prospect CRM. If there are 100's of products it would be better...
Guest
about 2 years ago
in CRM App
1
Already exists
Allow the document library linked documents to be linked in quotes
When we sell a product, we want to provide the datasheet. If I could provide a link to the datasheet in the quote, that would be great. The datasheet is in the library under a folder called "datasheets" and is linked to the SKU code.When I ship th...
Guest
about 2 years ago
in Automation
3
Already exists
Sage appears to support setting a department code on the salesorder header, and each line, and the carriage item. Our current integration code only supports the department field on each line, and will get this from the CRM quote line, then the pro...
0
3
Already exists
