Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2666 of 2666

More information on the acceptance email sent back by customer in Quote to Order workflow

Require more information when customer clicks on approve button in quote to order workflow. We need customer email address for audit trail. Also need to have multiple quotes per opportunity, and also for opportunity to be closed at the end of the ...
Guest almost 3 years ago in Other 0

Delivery due no longer editable on quote line list

The "delivery due" date column has been removed from the core quoteline report as it is not supported in a lot of ERP systems. If you customise it back in for a supported ERP system, the toggle in the Settings panel doesn't work, as the 'QuoteLine...
Guest almost 3 years ago in CRM App 0

Set Discount % limit for quote lines

A customer would like to limit the discount % that users are allowed to set but allow admin users to be able to set whatever discount they wish.
Guest almost 3 years ago in CRM App 0

Add more shortcuts for setting task dates

Currently we have a shortcut when setting a task for tomorrow but a customer would find it useful to add more options such as Next Month or next week etc.
Guest almost 3 years ago in CRM App 0

Make reports public - available without the need to have an account

When creating a report it would be useful if there was an option to make the report available to anyone who has a link to the report and not just users that have access to Prospect CRM. This would be similar to the setting in Google docs. There ar...
Guest almost 3 years ago in CRM App 0

Hide GUID for Unleashed customers on Sales Ledger Record

A customer would prefer not to see the Unleashed GUID for each customer account on the sales ledger record as the average user doesn't need to know about GUIDs instead just want to see the customer account code. The GUID is currently shown as the ...
Guest almost 3 years ago in CRM App 0

Custom field for dropdown on documents

You are currently unable to add a custom dropdown field on documents.
Guest almost 3 years ago in CRM App 0

Add activity to the record when a customer rejects/approves a quote

When a customer approves/rejects a quote using the quote-to-order workflow authorisation buttons, we should also log this to the activity log on the relevant record to say they rejected/approved in response to this document <link>
Guest almost 3 years ago in CRM App 0

Display a banner on a quote that failed when approved by customer

When a quote with quote-to-order workflow authorisation buttons is approved by the customer, but fails to confirm, an email is sent to the sales person of the opportunity, but it would be helpful to display a banner on the record saying "This quot...
Guest almost 3 years ago in CRM App 0

Order confirmation email for internal users

When an order is confirmed it is possible to have an automated email go to the customer.When an order is confirmed it should be possible to have an automated email go to an internal contact at the customers company i.e. sales@prospectsoft.com.The ...
Guest almost 3 years ago in CRM App 1 Already exists