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Geo Location Logging

As well as time and date stamps, have Geo location logging to fill in addresses if creating a new prospect record onsite or onsite meeting reports for sales team and sales management
Guest almost 5 years ago in CRM App 0

Exchequer Delivery Notes Date / User setting

For Exchequer order confirmation we push across the delivery notes to the notes section. However with our a date the order does not flag up as having a note, so people do not know to look there. Would it be possible when adding a note to set the d...
Guest almost 5 years ago in Exchequer 0

Check if a customer using the Guest Checkout has an existing account

Customers have the option on eCommerce websites to use the Guest Checkout. A customer would like functionality to be added to check if the customer using the guest checkout has an existing account, based on their email address.
Guest almost 5 years ago in CMS App, Websites & eCommerce 0

Option to Not Save Attachments Separately within CRM

Currently when you save an email via the save to CRM add-in with attachments the email is saved & stores the attachments separating within the CRM (see screenshot). A customer would find it useful to have an option whether to store these attac...
Guest almost 5 years ago in CRM App 0 Already exists

Add functionality for document filenames to reflect text in the document description

A customer has noticed that when changing document descriptions, the document filename (shown on the download button) is not changed. They would like functionality to be added so that any changes made to the document description field will show as...
Guest almost 5 years ago in CRM App 0

Update Prospect Academy Text in CRM Help Drop-down

Now that we're changing the content on the Academy, the text in the Help (question mark) in the CRM needs to reflect this. New text should be exactly as below: Learn the fundamentals of the Prospect solution at your own pace with our free how-to g...
Guest almost 5 years ago in CRM App 1

Post Contact's Email Address into Comments Field in Opera

A customer would find it useful to post through the contact's email address into the Opera comments field when an order is confirmed through. Currently you can just post the contact's name.
Guest almost 5 years ago in CRM App 0 Unlikely to implement

At a Glance at Division Level - Show Profit instead of Turnover or have option for Both

Some customers are not concerned with the Total Sales of a customer, they are more interested in the Profit Margins they are making from a customer. Especially in a business where Costs are moving all the time. The at a glance tab at division leve...
Guest almost 5 years ago in CRM App 0

"Test your connection" page in the CRM

It would be good to be able to test your connection to the CRM database from the CRM itself. This could detect firewall issues and check internet speed also.
Guest almost 5 years ago in CRM App 0

Add an Option the allows only Admin users to Publish Reports Changes public

Currently anyone on a profile can make changes to a report / tab and save it for their own login - GREAT. However all users can also make the change they have made public and overwrite the version the others users of public. This option to publish...
Guest almost 5 years ago in CRM App 0