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Bulk Close Cases/Problems

It will be extremely useful to be able to bulk close multiple Cases/Problems at once. For example if there are multiple cases in a specific status they can be closed in one go.
Guest about 1 year ago in Automation 0

Implement Detect Duplicate during automatic customer creation for Exchequer

The "Detect Duplicate during automatic customer creation" system setting currently only works for Cloud integrations such as Unleashed. We should implement this for Exchequer to allow customers to track and quote their prospects in CRM, create the...
Guest 16 days ago in Exchequer 0

Export Import to work without data manipulation

If you export data from a quote and then import the same data, the default cost price column mapping results in the cost price being multiplied by 100. So intervention is required to make this process work. From a user's perspective, export and im...
Guest 9 months ago in CRM App 2
122 VOTE

STCRM on shared mail boxes

Microsoft recently updated outlook so that shared mailboxes should be able to support add-ins such as Save to CRM. We should add this functionality.
Guest about 5 years ago in CRM App 9

Product alerts and product promotions during quoting

It would be really handy if Customers could have an alerts/reminders section on a Product record that then pops up when you add this Product to a Quote. Could be something like "free bottle is included do not order separately." or Delivery informa...
Guest about 1 year ago in CRM App 0

Ability to tag team members when saving an email against a customer

Allows team members to review the update in their inbox if it is pertinent to them. Currently you have to go back into the contact and tag - and then the team member has to open that contact. This way if their settings are to email anything tagged...
Guest 3 months ago in Integration 0

Ability to set a 'decommissioned' date automatically on an equipment item

When equipment items are imported from Unleashed, their commissioned date is set in the CRM. If these equipment items have an expiry being able to automatically set a decommissioned date would allow for useful reporting.
Guest over 1 year ago in CRM App 1

Functionality in CRM to attach documents/files to enquiries.

Be able to add attachments to Enquiries
Guest 10 months ago in CRM App 0

Allow Mailchimp tagging from within the contact screen instead of having to create reports

Currently, there is no option to simply add a Mailchimp tag to an individual contact. You have to set up a report to tag individuals. It would make life easier if the indvidual can be tagged at any time. For example, if they fill out a contact for...
Guest 10 months ago in Mailchimp 0

Goals - Track goals by team, industry, territory or pipeline

Goals in Prospect CRM allow you to set monthly sales goals per customer or account manager. It would be good if monthly sales goals can also be set by team, industry, pipeline or territory etc.
Guest over 2 years ago in CRM App 2