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Add Portuguese Language

It would be great to add some additional languages into Prospect 365, one of these being Portuguese.
Guest almost 6 years ago in CRM App 0

Enhancements to Booking Scheduler in SPA platform

The CRM desktop app is still required to create bookings. Would be good if the SPA platform could do what the desktop app does - create bookings based on types, create generic bookings, set date and times of bookings. etc.
Guest almost 6 years ago in CRM App 0

Add the system option 'Email Addresses to notify for remote orders' to the webUI

We have noticed that there doesn't seem to be a system option for changing who gets emailed when orders from the web are taken in the WebUI. This was a visible system option in the desktop versions.
Guest almost 6 years ago in CRM App 1

Remove the ability to copy/duplicate quotes to specific entities

When users are duplicating or copying a quote they have the ability to copy it to a division or a contact. Depening on the customer they may want to restrict copying to specific entities. A system option to allow or deny copying to specific entiti...
Guest almost 6 years ago in  0

Area function on quote line

A function on a quote line where you insert the the length and width into 2 different fields, this then populates the quantity field on the quote line with the area e.g. good for selling flooring
Guest almost 6 years ago in CRM App 0

Prevent Order Confirmation until customer criteria are met

For example, not being able to confirm an order until an email address is present, or until a bespoke field has a value.
Guest almost 6 years ago in CRM App 0

Include overdue tasks option to display total value in task alert bubble

The task alert bubble in the header only shows the count for recalls that are due today and not the overdue ones. Not including this gives the user the impression that nothing needs their attention when in fact they have many overdue tasks. This m...
Guest almost 6 years ago in CRM App 0

Ability to mark a note as important and/or pinned whilst creating the recall

For speed efficiencies it would be really useful if you could have the option to set a recall entry to be pinned/important at the time of creating it rather than moving around the system to set these values later. This idea also extends to the act...
Guest almost 6 years ago in  0

Remove duplicate user avatar on status/recall group at quote level

On the quote level when the recall is set to a user, the display shows 2 sets of the same information (albeit styled differently). It would make the interface cleaner if we removed the section outside of the box. If there is no recall set then no ...
Guest almost 6 years ago in CRM App 0

Pull Serial Number through from Equipment Item when creating Problems

In version 6, when you created a problem from an Equipment Item, the serial number from that Equipment Item would populate automatically from the Equipment Item onto the Problem rercord. We should replicate this functionality into Prospect 365 to ...
Guest almost 6 years ago in CRM App 0