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Show National Bank Holidays on Calendar when setting tasks

A customer would find it useful to see if they are setting a task for a national bank holiday.
Guest over 2 years ago in CRM App 0

Improve the Zapier app to enable the ability to create LeadQuote mashup records directly through the app.

Improve the Zapier app to enable the ability to create LeadQuote mashup records directly through the app. Need to be able to add Lead ID into 'Quote ID' in the Create Quote step, however at present their is no option for 'Quote ID' within this step.
Guest over 2 years ago in Integration 0

Record Type for 'Customer query'/'Questions'

A customer would like another record type like 'request', 'conversation' or a 'query'. If someone calls to ask a questions, it's not a lead, not a problem or quote but they have to use one of them to maintain a record. They could use the contact n...
Guest over 2 years ago in  0

New business contact - search Google

When creating a new business contact we search LinkedIn, Twitter and Facebook. Google for business also has a lot of relevant information. It would be good if Prospect CRM is also able to search Google and populate information such as URL, phone n...
Guest over 2 years ago in CRM App 0

Allow support of webp images when using an Embedded Image content type

No description provided
Guest over 2 years ago in CMS Editor 0

Dear Quantity Price Breaks

Like Tags, it would be great to have an understanding of Dears QTY Price breaks in the future. From what I can see 'QuantityBased' is available on the desk API.
Guest almost 3 years ago in Cin7 Core 0

Specify Telephone number format

Currently the telephone number field in the CRM is a text fiel. It has been suggested that a specific configurable format be implemented for better reporting, easyer understanding etc of telephone numbers. So a specific format such as: XXXXX XXXXX...
Guest almost 3 years ago in CRM App 1

Integrate to Telephone 2 for Sage 50

Within Sage 50 on the customer account they have a field for Telephone and Telephone 2. A customer would find it useful to be able to add to the Telephone 2 field when creating a new customer account from the CRM into Sage 50.
Guest almost 3 years ago in Sage 50 0

Setting Activity note date when adding notes

A customer has highlighted a scenario where they may add a note on for a call then happened yesterday, the following day. This automatically assigns todays date. You can then edit the note, and change the date it was posted. Ideally, having a date...
Guest almost 3 years ago in  1

Month to Month & Day to Day Comparison Report

The agility to compare more succinct timelines of sales transaction, then just year to year, in the reports system.
Guest almost 3 years ago in CRM App 0