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Add toggle to display Sales Analysis in customer currency

When viewing a customer's sales analysis they might buy in a different currency to your home currency. It would be useful to be able to toggle the sales analysis page into the customer's currency so you could see how they are performing in their c...
Guest over 3 years ago in CRM App 0

Merge Field for Dynamic Greeting for Document Templates

A customer would like a merge field to add to document templates that dynamically changed the greeting depending on the time of the day. E.g. before 12PM it would read Good Morning and after 12 PM it would read Good Afternoon.
Guest over 3 years ago in CRM App 1

Remove note

As a user when I add an activity to an object I may want to remove the activity.At the moment the remove note option is only available to administrators.If I have added an activity, I should be able to remove it. The only way around it at the mome...
Guest over 3 years ago in CRM App 0

Option to prevent Quotes, Opportunites, Sales Orders or Problems to be created under a division

Some customers processes require that records are created under a Contact e.g. Quotation. This is because contact name and phone details needed to be pushed across for delivery tracking. Currently there is no option in the CRM to disable quotation...
Guest over 3 years ago in CRM App 0

Send and Save button on Outlook

To be able to attached a sent email to CRM form Outlook when you press the send button.
Guest over 3 years ago in Automation 0

Set Default Tax Rates based on country if no sales ledger

When creating quotes or sales orders for prospect companies (company without a sales ledger) the tax will default to whatever the system default is. This can cause some users to use the wrong tax code as the customer may be an overseas customer wh...
Guest over 3 years ago in CRM App 0

Edit Default Pipeline for Quotes created under Contacts

Currently it is not possible to edit the default pipeline for quotes created under contacts. At the moment the default pipeline is always quick quote, even if you obsolete this pipeline. A customer would like the option to change this default pipe...
Guest over 3 years ago in CRM App 0

Customer trend report

The customer trend report is very useful. A customer would like to be able to view the data and compare it by quarters instead of by year. The report should show spend for last quarter and spend for two quarters ago and show the trend, whether the...
Guest over 3 years ago in CRM App 0

Deleting CRM special pricing should obsolete, not hard delete

When deleting special pricing, priceband or sales ledger, it will hard delete rather than obsolete the record. This means there is no way to restore any special pricing that was deleted accidentally, or needs restoring.
Guest over 3 years ago in CRM App 0

Menu Item - Record Creation

In the system settings section of Prospect CRM you can specify which options to show at the entity and global level. There should also be an option that allows you to specify which users and/ or user types should be able to have the option to crea...
Guest over 3 years ago in CRM App 0