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Set targets / goals for sales teams

Almost all customers set targets for sales teams, in general these will be Annual or Monthly targets. we should add into the user management the ability to set these that only administrators can see. Then we should have standard reports which each...
Guest over 6 years ago in  3 Available as Preview Feature

Quote-to-Order workflow buttons/portal to allow customer to udpate delivery address

It would be useful for our users when sending out an email/document with the quote to order workflow buttons to have the option to update the delivery address and instruction. The address for the specific order might not be the one that our users ...
Guest 8 months ago in CRM App 0

Create reoccurring problems/call schedule

A customer needs to setup a reoccurring problem to remind them to contact customers on a regular frequency such as weekly, monthly or quarterly. Using problems, the customer can setup a problem pipeline and use a custom date field to track which o...
Guest over 3 years ago in CRM App 0

Save to CRM available on mobile devices

Customer would find it useful to be able to use Save to CRM on their phones, specially when they are not in their office.
Guest over 3 years ago in CRM App 3

Add user help tooltips on fields

We should consider adding tooltips on certain fields in the CRM that are not totally clear as to what they actually do It could be shown by adding a little ? after the label and hovering over will describe what the field is actually for
Guest about 5 years ago in CRM App 0

Access Dimensions Sales Order Number in Email Notification

Ability to include the Access D Sales order number in email notifications for orders as it currently doesn’t have any reference in the email to the sales order so the sales support staff are saying we may as well turn them off as they need to be a...
Guest 4 months ago in Access Dimensions 0

Sync sales representative and account manager

It would be great if there was a two way sync between DEAR and Prospect CRM that allowed the sales representative field in DEAR to sync to the account manager field in Prospect CRM and vis versa.
Guest over 2 years ago in CRM App 0

Signup with Xero: Add ability to sign up a second organisation

If a user already has a workspace for one Xero Org, then goes to click the signup button again for another Xero Org - currently this user cannot signup. Can we instead log the user in using Single Sign On (SSO) and pop up an information banner in ...
Guest about 2 years ago in Xero 0

Company name two-way sync with Sage

In Sage if you change the name of a company this is not updated in Prospect CRM. The integration should be updated so that if a company name is changed in Sage or Prospect CRM the update is replicated in the other system.
Guest about 3 years ago in CRM App 2

Report writing linked to CRM

To have a tablet/phone reporting app that is linked to CRM and incorporated in the workflow
Guest over 1 year ago in CRM App 2