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Be able to edit saved emails

A customer would like to be able to edit saved emails via the CRM. At the moment you can't open the saved email & edit it.
Guest about 6 years ago in  0

Report to Show customers who haven't purchased between a date range

A customer would like to build a report which shows all accounts that haven't purchased between two dates using the report builder. You currently can't achieve this using the standard report builder.
Guest about 6 years ago in  0

Inviting Users to Profiles - admin rights

When you currently invite users to other profiles they are almost a 'guest user' so their admin rights on their original system are not replicated on the profile they are invited to It would be useful when inviting users to other profiles to have ...
Guest about 6 years ago in  1

Add Unit Description as an option when creating Quote Tables

It would be useful when building Quote Tables to have the option to include Unit Description as a column so that when users send quotes to their customers, it is clear what unit they are quoting in
Guest about 6 years ago in CRM App 0

Unable to change From or To objects in Relationship.

If you would like to amend a relationship From or To object you currently cannot do that within the interface. You need to delete and setup a new relationship entry.
Guest about 6 years ago in  0

Quick Create Document article for customers

It would be handy if we had an article in the http://docs.prospect365.com/ area that described how to set up the quick create documents.
Guest about 6 years ago in  0

365 Document Migration

The document migration we carry out for test drives shows us a list of all documents which have failed. However, a customer had a number of documents in V6 which never saved and consequently did not get migrated. Is it possible to get a list of al...
Guest about 6 years ago in  1 Will not implement

Note down when a contact is marked Left Company within the activity

A customer would like to see when a contact was marked left company within the activity section & by who.
Guest about 6 years ago in  0

Add contact preferences to the contact creation screen

These are important fields for a lot of customers and they want to be prompted to update them. Specifically maximon have asked for this.
Guest about 6 years ago in  0

Reduce size of filter queries from datatable

Currently we do a contains(col1,...) or contain(col2, ...) We should change this to not filter on numeric/date/columns with short maxlength columns if the entered filter text cannot be populated as that datatype e.g. search of hello should not se...
Guest about 6 years ago in  0