When you are creating a new user account in Prospect CRM you cannot create the account without inviting the user. Often you want users to be setup and to be able to assign them to accounts and test the system before you invite your users. The way ...
A customer would like to see orders that were confirmed directly in the ERP System in the Quotes & Orders Page. Currently this just shows quotes & orders confirmed via the CRM which can cause confusion.
Upsell sequence to add at the bottom of the upsell item list
When adding upsell items the sequence is automatically set to 10 meaning if you have a large list of upsell items you need to start from the bottom to get them in the correct order.
some customers sometimes have 70 to 100 upsell items which the...
Set Cin7 Contact Type when creating new Customer Account
Within Cin7 there is a drop down called Contact Type on a customer account. Currently we're not setting this when a new customer account is created via the CRM. The contact type is used to differentiate between Customer & Supplier.
A customer has different pack size quantities and would like to be able to set a default pack size unit for a product. E.g. one of the products may be sold in a pack of 100 and a pack of 10. Usually the product is sold in a pack size of 100 so it ...
There should be a global version of the sales analysis dashboard, that is available at the customer level. It is good seeing sales by product at a customer level it would be good to see the sales by product chart for all customers. There should be...
When using the sales transaction object to create a report I can report on the line value and line gross value for a transaction.The line value and line gross value fields multiple the price field by the ordered field. There should be a cost price...
User permissions - Create Customer when confirming an order
When confirming an order for a new customer a user is presented with an option to create the customer in their accounting/ ERP system. In order for the user to be able to create the new customer they need to have CRM Admin permissions. There shoul...
A customer has suggested a way to add multiple lines to upsell in one hit. A functionality sort of like the bulk update that has all of the options. At the moment this is one at a time and is very time consuming. Having a feature where you can add...
It would be useful to have "Where Count < or >" and/or "Sum of value < or >" a value from a collection. For example "Show me all customers with a total order value greater than £10,000" Or "Show me all companies who have ordered more t...
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