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Include Sales Orders confirmed via the CRM to Leader Board & Closed Deals Section on Sales Manager Dashboard

Currently the Closed Deals Section & the Leader board only includes opportunities & quotations that have been closed. This should also include sales orders confirmed via the CRM.
Guest over 3 years ago in CRM App 0 Shipped

Integrate with Cin7's Virtual Stock for BOMs

A customer uses the Cin7 Virtual Stock field for BOM stock levels to demonstrate how many BOMs could be made. Whereas the Stock Available is how many has been made. In order to calculate the correct stock levels for BOMs we would need to integrate...
Guest over 3 years ago in CRM App 0 Shipped

Zapier connection

When using the Prospect CRM Zapier app the connection to Prospect CRM needs to be re-connected regularly (I believe that the frequency is every 30 days).This is a manual task and results in a back log of records that need to be processed.There sho...
Guest over 3 years ago in  0 Shipped

Remove certain customers from order alerts section

A customer would find it useful to be able to remove certain customers from the order alerts section as they have some customers that they have no control over when they place an order as it is based on when their customers need products. A simple...
Guest over 3 years ago in CRM App 0 Shipped

Change "Next Action Due" to "Follow-up Date"

Next Action Due can be confusing terminology. It would be much clearer if this button said Follow-up Date
Guest over 3 years ago in CRM App 0 Shipped

Remove Individuals from the Customers who should have ordered by now

On the new account manager dashboard we have the option to exclude individuals from the RFM but this does not include the customers who should have ordered by now. We should also include an option for this section of the dashboard too. Or change t...
Guest almost 4 years ago in CRM App 0 Shipped

Import Pricing for Product Variations in Cin7

CIN7 customers can have variations of products setup, currently we just import the pricing for the main product & not the variations. In CIN7 you setup the pricing for the main product and this should be applied to all the variations. You do n...
Guest almost 4 years ago in CRM App 0 Shipped

Add Unleashed Customer Type to Sales Ledger Creation Window

When users create new customer accounts via the CRM they expect to be able to set the customer type within Unleashed given that we import it when we create new companies from Unleashed.
Guest almost 4 years ago in CRM App 0 Shipped

Add an explicit email=searchterm for when email address are 20+ Characters

When searching in the CRM, the search uses non-alphanumeric characters to separate search terms. If an alphanumeric string is longer than 20 characters it cannot be indexed, and therefore does not appear in searches. It is not uncommon for email a...
Guest almost 4 years ago in CRM App 0 Shipped

Restrictions by Teams of Users

A customer would find it useful to be able to set restrictions by teams of users. For example you may have a sales manager who needs to just see a certain set of account manager's accounts as they're the sales manager for that area. Currently you ...
Guest about 4 years ago in CRM App 2 Shipped