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Prospect Send Contact Email To Dear Order From Quote/Order

Be able to push through the email in addition to the contact name to the DEAR ORDER
Guest almost 3 years ago in CRM App 2 Investigating

Recurring Tasks

A Recurring Task would be very helpful, for example some customers want a call at a certain time each week to palce an order...
Guest over 1 year ago in Admin Portal 0 Investigating

Ability to filter in the Recycle bin

V110 introduces a recycle bin from the system settings https://crm.prospect365.com/view/Report/Recycle-Bin You cannot filter anything, only sort by a column, so locating a particular record will be very difficult e.g. filter by problem and deleted...
Guest over 1 year ago in CRM App 0 Investigating

Add "New Report" to report dropdowns

It would be really useful if you could create a new report from the report selector dropdown. It would need to start on the entity you are currently working on.
Guest over 1 year ago in CRM App 0 Investigating

Rename "favourite filters" to "pinned filters"

When favouriting a filter, all this does is pin the filters menu to always open when the report is loaded, whether as a report or an embedded report on a page. This isn’t very clear as to what “favouriting” a filter actually does, and there is no ...
Guest about 1 year ago in CRM App 0 Investigating

Cost prices in alternative Currency e.g. Euro

When creating a part being able to give the cost price in another currency for example Euro. Then using the exchange rate pull in to the CRM convert this to GBP. A calculation in the part creation window to calculate the sale price by set margins ...
Guest over 1 year ago in Automation 0 Investigating