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To create a document only available to a particular group eg Admin and Finance

Useful as we have a document that only Admin should generate and it has been found by all staff in the menu in the ellipsis on the the Division page and has been created by those who should not create it
Guest about 2 years ago in Other 0

Freeze column headings in reports

When viewing a report with a lot of fields it would be useful to be able to freeze the first column so that you can always see the data in the first column.
Guest about 2 years ago in CRM App 0

Product monthly report to show units as well as sales value

The product monthly entity is a usual reporting entity. At the moment users can only see the monthly sales value in the product monthly entity, however it would also be useful to be able include the units sold per product per month in the product ...
Guest about 2 years ago in  0

Separate internal notification emails per Operating Company

The CRM order confirmation emails can be set up with a different template per operating company, but the internal notification emails all only use the same single CRM system option. Could we extend this functionality to allow different internal em...
Guest about 2 years ago in CRM App 0

Stock levels - Warehouse

Currently when viewing the stock levels page for a product the list of available warehouses is limited to only those warehouses where there is stock available for the product. It would be useful to have a list of all warehouses displayed even if t...
Guest about 2 years ago in CRM App 0

Change Operating Company

At the moment if a user picks the wrong operating company when creating a quote, if the two operating companies do not have compatible currencies, the user is forced to recreate the quote as the CRM does not allow you to change over from one to th...
Guest about 2 years ago in CRM App 0

Bulk Insert Prices into a Price Band via Excel

I know we have the feature to bulk update the price bands via excel (https://docs.prospect365.com/en/articles/6636863-bulk-updating-prospect-crm-special-prices-via-excel). It could be a nice enhancement to offer a bulk insert into a price band. Us...
Guest about 2 years ago in Product Management 0

Tooltip explaining sledger stats warning icon

Sales Ledger Stats data will display a warning icon but there's no explanation as to what this is based on or why it exists. For example, if a customer's Days Since Last Order warning value is 5 and their last order was 10 days ago, the last order...
Guest about 2 years ago in CRM App 0

Make the Address and Contact number copiable on the SO (under communication) rather than having to go into the delivery tab and copy the address line by line

When right clicking on the email address under communication on an SO it will give you the option to copy email, it does not do this for the address or contact number as it is a link, it would be great if you could either right click and copy the ...
Guest about 2 years ago in Other 0

Add document ID as search and replace field in more than just quotes

We are able to import the document ID into documents generated via quotes but it would be great to have the ability to generate/inport the document ID into equipment documents. We use this to generate calibration certificates so to have a document...
Guest about 2 years ago in CRM App 0