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Glossary of terms

As part of the onboarding academy it would be great if there was a glossary of terms that explains some of the key terms within Prospect CRM and used by ProspectSoft. This would help customers to better understand the terms that we use and equate ...
Guest almost 4 years ago in CRM App 0 Likely to implement

Company type color to display in reports

When building a report using the Company>Type entity you're unable to include the color assigned to a Company Type. You're able to include the color code but not see the color itself.
Guest about 4 years ago in CRM App 0 Likely to implement

Accounts Link on sales order header reports

Some dashboard tiles, like the 12M performance use a sales order header report, which we should add an 'Open in unleashed' link to
Guest over 4 years ago in  0 Likely to implement

Review terminology on credit limit warning

When a quote is credit and confirmed, if the account is over their credit limit or that order will take the over a warning is displayed. At the moment it reads 'this quote is x amount over credit limit'. Should it read 'This customer is x amount o...
Guest almost 5 years ago in  0 Likely to implement

Quote line has a flag to say the price was manually set, but you cannot report on this

Cannot view or report on dba.quotelne.sellpricetype Would be really useful to add this to entity for reporting Plus, make sure we give it a lookup list as the individual letters arent very clear i.e, L = List, S=Special? M=Manually entered?
Andrew Ardron about 6 years ago in  0 Likely to implement

Add Standard Text Search & Replace Fields

It would be good to add the standard text search & replace fields to the email template configurator & word add-in where the search & replace fields are all listed. It should show on each level of the hierarchy as it could be used in a...
Guest over 4 years ago in CRM App 0 Likely to implement