Product Suggestions
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No way of customising the 'News' section on the dashboard/home screen

No way of customers to amend the 'news' section on the dashboard- we have been telling customer for a while that is editable but there is no interface for this.
Guest about 6 years ago in  2 Will not implement

Ability to change another user's password from the Admin Portal

Rather than having to go to ProspectSoft.com, why don't we add the ability for an Administrator to reset a user's password?
Guest over 8 years ago in  0 Will not implement

A set of standardised hosted AME's that our customers might find useful

We've got plenty of things that we've setup on our own system that our customers would find useful. Things like the taskcentre which automatically updates the close date of a lead once the date has passed would be useful for most customers. I thin...
Jonathan Brewer about 9 years ago in  0 Will not implement

Add RFM Tag of 'Not yet a customer' for example on Prospective customers

In the new RFM categorisation on division records for 'At a Glance', it has their segmentation. Perhaps for Prospects there should be a 'Not yet a customer' tag or something of the like to easily distinguish for sales people dealing with new and c...
Guest almost 5 years ago in CRM App 0 Will not implement

Copy & Pasting Multiple Product IDs into Filter Only Applies Filter for First ID

CSG have noticed that when copying & pasting a load of product IDS as a filter it only applies the filter for the first product ID. For example they would paste in the below & only CP5100U0160 would apply. If you add them individually it w...
Guest over 5 years ago in  0 Will not implement

Quote type separation

At the moment, it is a little confusing creating a sales order, quote or a leadquote. It would be good if there was easier differentiation between these when you are creating them.
Guest over 5 years ago in CRM App 1 Will not implement

Would like specific view of Opportunity Action Log/Status Change Log

PAR make heavy use of the lead action log to determine its status (and lifecycle) currently (r33) there is no lead action history page where this can be viewed. This can be worked around by adding a report.
Guest almost 6 years ago in  0 Will not implement

3d secure for stripe transactions

Add 3d secure handling to CRM Stripe Integration.
Guest over 6 years ago in  0 Will not implement

Adding a warning on the Admin Portal when trying to change a users name

If someone is trying to change the name of a user once someone has left the company, there would be a warning that explains the changes that will be made. E.g. all records for the old user with now be the re-named user, not just records made going...
Guest over 6 years ago in  0 Will not implement

Add Extended Description to quote line creation

Logged for Hanlin: Being able to edit the extended description on the main detail page would be useful for when users are at trade shows, the reason being is that if the edit the line to do this the cost price is displayed (and the customer can s...
Guest over 6 years ago in  0 Will not implement