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System Option for Status of Order in Dear Inventory

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes

Unleashed Order Satus Option when creating new orders in Unleashed

When we pass orders from the CRM to Unleahed we place the order into the status of 'Parked'. We should have a system option for Unleashed customers so the CRM is able to place orders in the status or 'Completed' so the users has less admin within ...
Guest about 5 years ago in Unleashed 1 Good idea awaiting more votes

Tag or remove from audience contacts who have left company in Mailchimp

When someone leaves a company and is marked as such within Prospect the Mailchimp integration should either remove them from the Mailchimp audience or tag them so that they can be excluded that way. Some Mailchimp pricing tiers are pay as you go a...
Guest almost 4 years ago in Integration 0 Good idea awaiting more votes

Quoting product price dynamically round/change decimals based on price

Some products are sold to more decimal places than others. Currently the system can either round to 2 decimals or use what the currency decimal is set to. It would be useful for the quote table to dynamically output the number of decimals for the ...
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes

Integration for CIN7 Product Options

Within CIN7 there are three option fields that you can use on a quote line level. Each product on the order has the three option fields that are free text fields. These are used by CIN7 customers to populate additional information for the product ...
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes

Recurring recalls/appointment in the CRM

A customer has requested that the crm be able to have the functionality to support recurring appointments/recalls in the crm rather than needing to manually change the date each time. An example of this would be needing to do a monthly checking ...
Guest about 5 years ago in CRM App 2 Good idea awaiting more votes

Warning before confirming a quote/order if there is no email linked to it

You can create orders/quotes directly under a company. These won't have an email linked to it automatically, since it doesn't know which contact to select. Confirming this order will mean no-one from the customer company will receive the quote con...
Guest about 3 years ago in CRM App 0 Good idea awaiting more votes

Order Life After Confirmation

Stock management systems show the life of an order, from quote, through to order, picking, packing, shipping, invoicing and then potentially the return as a credit note. Within the Prospect CRM we have advanced quoting capabilities but then only s...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

automatically create an opportunities for new customer (to make sure they are onboarded and repeat order)

Once a sale is made, the customer is in the state "New Customer" and we add them to an opportunity pipeline to guide them to welcome, check-in, push for second order, check in and get photos, push for third order - lather rinse repeat until custom...
Guest about 1 year ago in CRM App 0 Good idea awaiting more votes

Automatically change the order due date for ordering cut off time.

We operate with a same day dispatch on all orders taken before 2.30pm. After 2.30pm all orders will be dispatched the next day. To aid our staff and ensure that the orders taken after 2.30pm are scheduled for the correct day of dispatch it would b...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes