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Include lot numbers for items in the stock levels tab for items

When looking at the stock levels of an item Prospect should also populate the lot codes of the items. This should be something that can be turned on or off depending on if it is needed by the user. We are a food manufacturer, and knowing the lot n...
Guest about 1 year ago in Cin7 Omni 0

Automated flows to send email follow-up and chasers based on CRM triggers

Many B2B operating businesses would benefit from automated emails being sent out, following on from CRM action. For example, if an order is confirmed and sent through to their accounts or inventory management system (Unleashed or Xero etc.), this ...
Guest over 5 years ago in CRM App 7 Planned

Increasing and Decreasing Revenue quarterly reports

Would it be possible for the Products Team to look at an addition to filters by creating filters in the decreasing and Increasing revenue reports to do 3 monthly reports (Quarterly) showing a decrease and increase in revenue for the same time last...
Guest over 2 years ago in Product Management 0

Add date fields to report grouping

Having the ability to group/summarise by month is unbelievably powerful. For example, 12-60 month projections can be made using the Estimated close date. Or past sales performance can be compared to check the improvement of a sales person over time.
Guest over 1 year ago in CRM App 1

Make clearing tasks clearer

Got confused that when you click on a task/recall it doesn't show the notes, and so wasn't aware that the 'Clear Task' was clearing that task rather than making a new one.
Guest over 3 years ago in Other 0

Show overdue balance on Aged Recevables

The aged receivables is great for showing any outstanding balance on a sales ledger. However, it would be useful to our customers if the sales team were able to see the overdue balance of their sales ledgers. This would help the sales team to be a...
Guest about 1 year ago in Integration 0

Two way Sync Company sync with Quickbooks

When company details change in either QB or Prospect CRM sync these: company name, telephone number and address
Guest over 1 year ago in Quickbooks Online 1

Preserve line breaks on quote description fields

When you are editing the description field on a quote, this can sometimes take up multiple lines, depending on the user's needs. When you are editing these fields, you are allowed to expand the description field so that you can see these line brea...
Guest about 1 year ago in CMS App, Websites & eCommerce 0

Sub-categories within Magic Matrix

We currently have 3 main categories that have at least 7-17 sub categories within them. It would be great to drill into the main categories within the Magic Matrix and see what sub-categories customers are or are not buying from.
Guest about 2 years ago in  4

Save button for activity filters

A customer would find it useful to save the filters applied to the activity. E.g. if you filter to just show notes, to then have an option to save this filter. Currently it is removed when you go to the next record.
Guest almost 3 years ago in CRM App 0