Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2668 of 2668

Add Sagepay as a form of credit card payment

A customer currently uses Sagepay as the form of credit card payment when taking payments over the phone. They would like to see this as a payment option within the Prospect CRM.
Guest over 5 years ago in CRM App 0

Quote Tables - Group Output Format Settings - suppress data rather than removing column

When selecting the output format on a quote it would be much better if the word integration suppressed the column data or inserted a 'blank' column rather than removing the column. Removing the column destroys the table format and alignment that y...
Guest 8 months ago in CRM App 0

Remove automatic recalculation of quote prices on changing parent and copy quote, replace with a simple button/menu item

The logic and functionality around recalculating pricing on a quote is inconsistent and confusing, especially when compared with changing parents versus copying/importing quote lines. We could remove any automatic recalculation of quote values whe...
Guest almost 3 years ago in CRM App 2 Investigating

Magic Matrix - Make it downloadable

would love for this to be downloadable, so you can easily see gaps in what customers have and dont have stocked.
Guest almost 2 years ago in Automation 0

Address lines when creating a new company

When creating a new company the address line for town/ city and state/ region is compressed and added to address line 2 and 3. https://www.loom.com/share/12b270a5541542d6a72873a1348b1fb4
Guest over 2 years ago in CRM App 0

Rearrange web banners on homepage

Currently there is no way to arrange banner images as needed. I can only add a banner Image to the end of the sequence. Can you update this function so that banner images can be arranged in order of priority without having to delete and reload the...
Guest 4 months ago in CMS App, Websites & eCommerce 0

SO rating and automated problem login from customer email

To improve customer satisfaction, customer journey and management visibility on the sales orders execution & customer problem solving could you please consider: make an option to send an automated email to the customer once SO has been fulfill...
Guest 4 months ago in Automation 0

Unleashed/Prospect mapping of Contact Role & Industry fields

It would be useful if the Contact Role and Industry mapped across to Prospect from Unleashed automatically.
Guest 8 months ago in Integration 0

Can set a delivery address for a whole company which is different to a billing address

The CRM can pull the address from Exchequer but we should be able to manually add a default delivery address to the company, not just to each contact.
Guest almost 2 years ago in CRM App 0

Library public files domain

When a file is uploaded to the library and it is made public, it would be good if the URL used the customers own specific domain i.e https://userresources.mydomain.com/library/view/ instead of https://userresources.prospect365.com/library/view/, u...
Guest over 2 years ago in CRM App 2