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Allow Enquiry forms to match up to existing company records

Ideally the enquiry form would work as a 'search' searching for companies that matched the name
Guest almost 2 years ago in CRM App 0

Display email sender when you BCC Prospect

The BCC option to save emails into Prospect is really useful however when it displays in the activity section of the contact's record - it just shows as 'System Added'. It's difficult to see who sent the email without clicking on the email within ...
Guest about 4 years ago in CRM App 0

Ability to choose which source is primary in the two way sync

Currently the two way sync takes both systems as being equally correct. We have had a customer feedback that it would be useful to be able to set a primary source that was treated as the definitive record for information on companies
Guest over 1 year ago in CRM App 0

Add functionality to support Exchange level rules on CRM General inbox address

When setting up an exchange level rule to forward emails to the CRM General inbox address, the parser will reject these as the Exchange will not change the sender address, so the email will still be from the customer and will fail the check for be...
Guest over 1 year ago in CRM App 0

More Specific Zapier errors

At the moment, when zapier is unable to create a record in the CRM it throws an error similar to: Failed to create an entity in Prospect 365 (1.7.0) [object Object] It would be useful if they gave more specific feedback so that customers could tro...
Guest almost 2 years ago in Automation 0

Option to split quote with opportunity fields so that quote can be placed under new opportunity

Currently it is possible to create a quote under a contact with fields that would usually be found on an opportunity such as a pipeline. It is not possible at the moment to change parent on these records to move them under an opportunity if this w...
Guest almost 2 years ago in CRM App 0

Alert for when CRM Inbox can't find contact within the CRM

Currently if the CRM Inbox can't find the contact in the CRM it won't save the email chain. It would be handy to have an alert for when the CRM Inbox can't find the contact.
Guest almost 2 years ago in CRM App 0

Special Prices for product categories for specific customers

Hi there, I think it's essential to be able to create special prices for certain customers on Prospect - not applied to all products, just some categories of products - which is something Prospect doesn't allow at the moment. Right now, not having...
Guest almost 2 years ago in Integration 0

Sync Sledger.contno with primary contact set in Unleashed

When syncing contacts/sledgers with Unleashed if the sledger has a primary/default contact set on it, we should save the ID for that contact in the CRM into Sledger.contno. This can be useful when reporting on company records so that you can easil...
Guest 4 months ago in Unleashed 0

Multi Klaviyo connections due to having multiple brands

This would be perfect for customers that have multiple brands.
Guest 8 months ago in Klaviyo 1