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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 about 1 year ago in CRM App 0 Investigating

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 over 2 years ago in CRM App 2 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

Social Media Links Listed with website

The ability to list a company's social media or even a contacts Social media links. Have Facebook, Instagram, Twitter, TicTok, RedIt & LinkedIn shortcuts just like with the company's website. We often check a company's Social Media pages to he...
Guest about 2 years ago in Other 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 11 months 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 about 1 year ago in Automation 0 Investigating