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Add more than one sort to a report

A customer would like to be able to add more than one sort to a report. E.g. have a Primary sort – “Due date”asc ( latest last) & a Secondary sort – “Order No” asc.
Guest almost 6 years ago in  7 Already exists

Automate 'Save To CRM' Once An Email Contact Is Saved Into The System.

One you save a contact in Outlook to Prospect, the system should automatically keep saving the email correspondents that are received and sent, rather than manually having to add all the time. Our previous CRM 'Exsalerate' did this.
Guest about 3 years ago in Automation 2 Already exists

Link CRM Library Files to Products for Quoting

A customer would like to be able to link CRM Library files to products so when you're quoting a product the file is automatically attached when sending the quotation.
Guest over 3 years ago in CRM App 0 Already exists

Notifications for New/ Failed Orders

As a admin it would be good to be able to configure the Notifications for New Orders and Notifications for Failed Orders emails. This would be similar to the Order Confirmation Email which allows the admin to set the email template that is used fo...
Guest almost 2 years ago in CRM App 1 Already exists

Set exchange rate from accounting software

We currently set our exchange rate in our accounting software and would like this to pull through into PS, rather than having to have this manually updated in two places. (the accounting software we use is Opera).
Guest over 1 year ago in Integration 2 Already exists

Fallback option for merge fields when the field is blank

The merge fields are great to use when generating your templates. However, if you do not have a field populated with any information used in the field, no value would be inserted. It would be nice to be able to specify a default value that can be ...
Guest 10 months ago in CRM App 2 Already exists

Add what exact time something was updated

In the Date column add the ability instead of how long or what date, can we have it what time and activity or order was updated/placed (e.g. 1630 29/08/22 or 4:30pm 29/08/22)
Guest over 2 years ago in CMS App, Websites & eCommerce 2 Already exists

Order Creation Alert

It would be useful to have the ability for Prospect to send an alert to a pre-configured email address when an Order is created in the accounting system.
Guest almost 3 years ago in Integration 3 Already exists

Remove deleted Customers from RFM Analysis

Customers deleted in the CRM shouldn't show in the RFM analysis
Guest over 4 years ago in CRM App 1 Already exists

Be able to search for a Campaign Activity on Lead source

When associating a Campaign Activity with a Lead on the 'Source' section, you have to trawl through lots and lots of activities (as shown in the video) - this is quite time consuming, and would be good to be able to search within this box for the ...
Guest over 6 years ago in  1 Already exists