A customer would find it useful to be able to set a default Price Tier/Band when creating quotes for Prospects, as usually they always quote prospects with the same price band/tier. Currently, you have to select the price tier/band as the prospect...
Ability to change a customised field to a different type of field
I had added a customised field to the problem section. I then wanted to change a text field to a memo field to allow more visibility and text but this was not possible which would effect reporting efficiency, deleting historic info etc
A customer who is using the Prospect CRM Special Pricing feature, would like the option to save a product price from a sales order or quotation as a special price for that customer. E.g. on the sales order you change the price of the product to £5...
You can now add some really helpful tags to customers which allow you to further categorise your customers. However the Global search has no concept of the tags. It would be awesome to search for tag 'catering' etc, and return all contacts/compani...
Option to change colour of Quote to Order Workflow Approve or Reject Buttons
When demonstrating Quote to Order Workflow to a customer I noticed it would be useful to be able to change the colour of the Approve or Reject Buttons within the email. You can currently change the branding of the web page that the customer is tak...
As a customer if I have a quote on an opportunity, I would like the opportunity to be set as close-won when the quote is confirmed. At the moment the quote and opportunity record statuses are not linked so when a quote is confirmed the opportunity...
Populate opportunity margin from quote once created
We currently automatically populate the opportunity value with the base value from the quote underneath the opportunity. We should do the same for the opportunity margin using the base total margin from the child quote.
The Created date on a sales ledger record usually ties up to the date it was created if it is either created in CRM by a user, or imported to CRM from ERP the same day it was created. However, this is not always accurate - for example, an initial ...
There are scenarios where changes to an ERP order book can result in erroneous increases in available stock, this is not a fault within Prospect, it is something which occurs in our ERP and I can imagine others also. These errors get corrected by ...
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