Increasing/ decreasing sales by magic matrix category
Currently the increasing/ decreasing sales report is grouped by customer, it would be good if this same data could be reported on based on magic matrix category and product category.
Currently the leaderboard is updated overnight in the maintenance runs. A customer's users are really enjoying the competition that the leaderboard provides but having to wait until the next day can be frustrating. They would rather be able to che...
When using the global search, show exact matches first
At the moment, the CRM will show all results containing the query. We have had feedback from a customer that it would be useful if you were shown results that contained an exact match first.
We have had a customer feedback that they are looking to add a custom field that they can link to users within the CRM. For example, they want to make a custom field that uses the account managers to indicate account managers on a contact by conta...
When adding contacts to a Campaign from the contact record, it would be useful to have a recently used list of campaign activities. At the moment you have manually search each time.
A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest
almost 4 years ago
in CRM App
1
Good idea awaiting more votes
Ability to add Unleashed delivery contact details when adding an order in Prospect
The field 'delivery contact' in Unleashed controls the mobile number and specific instructions to be printed on the packing list. We can't add this field to an order taken in Prospect. The result is we're not adding all orders through Prospect (as...
Automate 'Save To CRM' Once An Email Contact Is Saved Into The System.
One you save a contact in Outlook to Prospect, the system should automatically keep saving the email correspondents that are received and sent, rather than manually having to add all the time. Our previous CRM 'Exsalerate' did this.
Guest
over 3 years ago
in Automation
2
Already exists
It is difficult with tons of photos in the library to small have a small preview as you scroll down the list of uploaded photos. We should not have to open each photo to see what it looks like.
0
2
Already exists
