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Post Memo Notes into Additional Info on Katana Sales Order

We should post the notes added on a sales order within the memo field to Katana's Additional Info field.
Guest over 2 years ago in Integration 0

Import Delivery Addresses from Katana

Within Katana you can save delivery addresses against a customer account for future use. We should import these into the delivery address section like we do for other Inventory Management systems such as Unleashed.
Guest over 2 years ago in Integration 0

Include organisation name in notification emails

As a user if I have multiple instances of Prospect CRM it would be good to include the name of the Prospect CRM instance in notification emails to internal users, i.e. if I send a note to a colleague as well as including the type, id and message t...
Guest over 2 years ago in CRM App 0

Customization of recently purchased screen

It would be nice if customers could customize in the column they would like to show when adding products from the recently purchased screen.
Guest over 2 years ago in CRM App 0

Clone Report

Ability to clone a report would be great. Sometimes you spend ages building a report, then want another very similar. Most software systems allow you to clone save and tweak to create your new report.
Guest over 2 years ago in Product Management 1 Already exists

Warning when copying obsolete products on a quote

When using the duplicate/based on a quote that now has obsolete products on it you are able to create a new quote that would still have the obsolete products on it. This quote will still confirm to Unleashed.
Guest over 2 years ago in  0

CRM needs to be able to log responded to emails

When we send out emails from CRM, it would be helpful for the CRM to log any responses from the contact
Guest over 2 years ago in CRM App 0

Price list report at company level

There should be a reporting object that allows the system to display a list of products and the list price for the product and the different price lists available for the product.When the report is added/ viewed/ filtered at the company level the ...
Guest over 2 years ago in CRM App 0

Snooze button for Tasks

We have a user who is quite telesales based and uses the time stamp on tasks to manage their phone calls. Sometimes they call and the customer will ask for a call back in 15, resulting in them having to make a new task for 15 minutes time. It woul...
Guest over 2 years ago in  0

Add webp support to the categories list plugin

When you specify the product image to be .webp format it works for both list and detail, but when you try that same on the categories list plugin it doesn't work. With webp emerging it would be good if we can do this.
Guest over 2 years ago in  0