As a user it would be useful to be able to rename the column heading on reports.For instance on a division report the heading name might be better changed to branch or store so that this better reflects the terminology that is used within my organ...
It would be good if there could be logic applied to custom fields.For instance, if there is a custom field called region and this has the options EMEA, LATM and APAC. If a user selects the option EMEA the user should be presented with an EMEA cust...
When adding a new user account to Prospect CRM it would be useful to be able to create a user based on an existing user account. Having a clone/ copy user feature will make things easier and quicker for administrators. It will also ensure consiste...
Email template - Document and Template attachment order
On an email template if you have a document attached and a template attached when you use the email template the static document is attached first. Ideally the template document should be the file the is attached first.
Reports - Grouping - Group by object name and not code
When you apply grouping to a report i.e. an opportunity report and you group by current status the system will use the status code and not the status name to group the report. The status code cannot be changed once a status has been created.At the...
When creating a new opportunity it would be useful if the description field could be autogenerated. The benefit of this is that it is one less thing for users to complete. Also an autogenerated field will be consistent and would be short and easy ...
Add a 'Deleted By' and 'Deleted' timestamp field on records
When displaying records in the recycle bin, these use the 'Last updated by' and 'Last update timestamp' fields to show when and whom deleted the record. However if any change is made to these without it being recovered, these values will be update...
Create new product (without having CRM Admin rights)
At the moment it is possible for users in Prospect CRM to create new products within Prospect CRM. This is a useful feature. In order for a user to be able to create a product they need to have CRM Admin rights. It would be good if there was a cre...
When creating a quote the customer has a need to be able to have up to three different delivery line item options on the quote. The delivery options will be: Delivery Installation service Disposal service The customer already has a product line it...
Currently we only have a search & replace field for the user's full name. Sometimes a customer may wish to only include their first name on more informal email templates. In order to do this at the moment you need to create a CRM contact recor...
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