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E-learning platform integration with Prospect

We have UK and worldwide based clients who require initial and ongoing training on the use of our products. Making our learning material and tests available online would streamline our processes and add additional control. It would ensure training...
Guest 10 months ago in Integration 1 Unlikely to implement

Excel Add-on for Search & Replace Fields

At the moment customers have to use the email configuration window to get a list of the search & replace fields. This would be made a lot easier by having a Excel Add-on for Search & Replace fields.
Guest over 4 years ago in CRM App 0 Unlikely to implement

Allow customer to edit quote with Authorisation Buttons

It would be great if the customer can view their quote lines when clicking approve/decline on a quote. They could then make 'changes' to product quantity/ remove products which is then suggested back to the CRM or allow them to be automatically ac...
Guest about 1 year ago in CRM App 3 Unlikely to implement

Per-user option to specify default choice of Post vs Recall when replying in Activity

At the moment, when you reply in the Activity details on a problem, for example, the default type is a post. If you're rushing through a list of recalls, this means you may forget to change it to recall and the post is not recalled to anyone's att...
Guest over 4 years ago in CRM App 0 Unlikely to implement

Consolidated RFM view at Company Level

RFM stats are currently generated per ledger, so only show at Division level. If it is possible to consolidate these into a view, this would be good to see at Company level as well.
Guest over 4 years ago in Integration 1 Unlikely to implement

Be able to view relevant recall note for the recall set when viewing an opportunity

Currently, you can only see the date and time of the recall set when on a record, it would be good to also display the note which was set with this recall. Once the notepad starts filling up it can be hard to find the exact note you were following...
Guest over 5 years ago in  0 Unlikely to implement

Allow me to choose what the number on the notification bell represents

I would find it more useful if the bell showed me my total number of recalls. Could we have an options to choose what the bell is telling me?
Guest about 6 years ago in  0 Unlikely to implement

Export Reports to PDF

A customer has now moved to Prospect 365 & noted it would be handy to have an export to PDF from the reports built using the report builder instead of just sending to excel.
Guest about 6 years ago in  0 Unlikely to implement

Version Tracked documents aren't grouped

Logged for Metalock from ticket 257507 In the Web UI for v7, version tracked documents all show individually in the Documents list under a record. In the v6 and v7 desktop app it only shos the original document and when you open it, has a "version...
Paul Holland about 7 years ago in  0 Unlikely to implement

change the way relative date can be displayed

once beyond 30 days the relative date just states 1 month, 2mojnths ago etc but if you have time dependent work flows and want to review the reports you may want to see what has reached 35, 45, 60 days or any in between rather than 1 month or 2 mo...
Guest 10 months ago in Automation 2 Unlikely to implement