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Automatically Change Company Type

It would be really great if the company type could automatically change when either an order is confirmed on when the company becomes lapsed. For example, a prospect should change to a customer, and a partner's prospect should change to a partner...
Dan Bryant almost 6 years ago in  0 Shipped

Save button on quote line report confusing

I added a line to my quote and then instinctively pressed the save button to save my changes. But the save button is for the report and not the lines. This is misleading.
Guest almost 6 years ago in  0 Shipped

CRM startup performance improvements/caching

Startup Path Current Recommended Comment / ETag ETag This file basically never changes but if it does we need it to be updated instantly The file itself could do with additional minification of the javascript to make it smaller. The lo...
Guest about 6 years ago in  0 Shipped

Unleashed integration should import "Weight, Width, Height, Volume etc"

There are fields on a product record in Unleashed that are not currently mapped to the CRM even though the fields already exist. This is probably just an oversight.
Andrew Ardron about 6 years ago in  0 Shipped

Handle Accounts Integration Errors Better

At the moment the accounts integration functions live project has alerts setup for errors and these get email to developers at ProspectSoft. This is good as it lets us know what is happening. Unfortunately though if a import errors it will keep re...
Guest about 6 years ago in  0 Shipped

Dashboard header and navigation suggestion

I think you always want the dashboard to be similar to other parts of the system and yet in some way different and special. you also want multiple dashboards for different views/roles/users you also want to maximise the screen real-estate for dash...
Andrew Ardron about 6 years ago in  0 Shipped

Add Description Only Item option to the product search when build a quote

When adding lines to a quote it would be useful if the option to add a description only item as well. PAR have suggested this (not sure if it is required at this point though). Consideration should be given to confirming description only lines t...
Guest about 6 years ago in  0 Shipped

Import credit notes from Unleashed

Invoice info is almost useless without credit notes, because the values arent then right https://apidocs.unleashedsoftware.com/CreditNotes
Andrew Ardron about 6 years ago in  0 Shipped

Paste entire address block into address line 1 from clipboard

When creating a new record or adding an address it would be useful if you could paste an entire address from your clipboard and it populate the relevant fields automatically. Use case for this might be when setting up a delivery address from an el...
Guest about 6 years ago in  0 Shipped

More obvious 'Important Notes' within the Notepad

More obvious 'important notes' within the notepad. Such as highlight the whole note a different colour
Guest about 6 years ago in  4 Shipped