Product Suggestions
ADD A NEW IDEA

All ideas

Showing 427

Should be able to Support Elevate a free trial user even when a database's free trial has expired

It would be really helpful for us to be able access free trial databases after they expire. Meaning as sales people we can create/share loom videos and then send them to free trial users, from their own database. Likewise with sending links and re...
Guest over 5 years ago in CRM App 0 Shipped

Purchase Transactions

In the company you customer account and supplier account, customer account can pull the information from our accounts package, but not the supplier account
Guest almost 3 years ago in Automation 2 Shipped

Unleashed Sales Order - Comments

When creating a quote in Prospect CRM we can populate the delivery instructions field based on what is entered in the delivery notes 1 and delivery notes 2 fields in Prospect CRM. At the moment we don't have a field in Prospect CRM that populates ...
Guest about 3 years ago in  1 Shipped

Show opportunities when searching for Company name

When searching with the global search for a company name, it does not show any opportunities that are under that company
Guest about 3 years ago in CRM App 0 Shipped

Allow merging of mobile number into documents and emails

There is no way to merge in additional phone numbers or email addresses into documents/emails. This would be really useful for both new and existing customers.
Dan Bryant about 6 years ago in  0 Shipped

Add intelligent search engine to Report search window

The search function on reports requires an exact match, it would be good if unordered terms could be used, like elsewhere in the CRM
Guest about 6 years ago in  1 Shipped

Save to CRM to record as an activity

It would be useful if the Save to CRM function counted as an activity on the record you have saved it against. Currently if you save an email against a quote, it does not update the quotes last activity.
Guest about 3 years ago in CMS Editor 2 Shipped

Use Salestranscube to make a "sales history" widget on division/company main detail screen

Just to make sure we have some element of our awesome stock-aware integration on screen, front and centre, have a small Group/component for Sales History Summary on division and company. Join from company/division to sales ledger, then show HomeCu...
Andrew Ardron over 6 years ago in  0 Shipped

Add a banner to product window for Obsolete/Superceded etc

Just like quotes have for "Customer is on Stop" put a banner on products "this product is obsolete" or "This product is superceded" (When we do superceded functionality
Andrew Ardron over 6 years ago in  1 Shipped

Display Price Tier Name Instead of 'Default'

When creating a quote/sales order in the CRM, the price tier dropdown currently always shows as 'Default', regardless of whether that customer is on a particular special pricing tier or not - it would be better to display the imported name of the ...
Guest over 3 years ago in CRM App 0 Shipped