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Enhance ProspectCRM to show a invoice and sales transaction information in a similar view to the desktop.

A customer like the ProspectCRM to be enhanced to provide a preview of the sales transaction information in a similar manner that we used to in the older desktop version of the CRM when connected to an accounting system..
Guest almost 6 years ago in CRM App 0 Shipped

Option to put Unleashed Notes into Either Extended Description or Internal Notes

Unleashed has a Notes field on a product record, this is currently imported into our Extended Description. The Notes field would be better married with our Internal Notes field, so a system option for this would be great. The system option should ...
Guest almost 6 years ago in CRM App 0 Shipped

Change user list filters to be list alphabetically by user name

At the moment on user lists in report filters, it appears to be sorted by user code rather than user name (to show current user as the first option). When you then try to filter the list by typing the name it does not filter the list to show the c...
Guest almost 6 years ago in CRM App 0 Shipped

Add support for US date formats

We should add support for US date formats (en-US MM-DD-YYYY)
Guest almost 6 years ago in  0 Shipped

No configure option for problem analysis

I have noticed that there is no configure option within the Settings centre for the Problem Analysis drop down.
Guest almost 6 years ago in CRM App 0 Shipped

Update Basket Plug in to display 'ASAP' when delivery due date is currently blank

If a delivery due date is set based on a specific date being selected or stock arriving on PO's, the basket plug in currently displays this date in the delivery due column on the basket page. If the items are to be shipped 'ASAP' and a delivery da...
Guest almost 6 years ago in CMS App, Websites & eCommerce 1 Shipped

When closing a lead/problem we should record the closed date in a specific field

It would be really useful if on a lead/problem we had a closed date that we could report on. at the moment you can only choose the statuschanged or lastupdated date but if that is a change of substatus or something then this isnt the closed date a...
Guest almost 6 years ago in CRM App 1 Shipped

Delete demo data button

When a trial is over there is some demo data left in the system that could be used in error. It would be good to be able to remove this data.
Guest almost 6 years ago in CRM App 0 Shipped

Prioritise Contact Name when using Global Search

When searching for a contact record using the Global Search, it should prioritise the full contact name. To explain, contact's last name was 'London' so then the search prioritised this as a location, rather than a last name. This meant the search...
Guest almost 6 years ago in CRM App 0 Shipped

The options of the Unable to Confirm a Quote banner should look as the ones on the quarantine banner

Can we have the 'Error details' and 'Retry' customised as the Accept and Reject buttons?
Guest about 6 years ago in CRM App 0 Shipped