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Record when the share tool is used

Customers would like to be able to record the record that has been shared, who it had been shared with and what had been said in the share box.
Guest almost 4 years ago in CRM App 1 Good idea awaiting more votes

Add count of each record type on the page list

It would be useful to see how many quotes, leads, relationships exist for each record type at each level without having to click through all the tabs. The screenshot describes it better :)
Guest about 6 years ago in  0 Good idea awaiting more votes

Improved outlook Save to CRM interface

Take a look at this gmail plugin to see a much nicer interface Note - it starts of just by surfacing the contact details in a nice simple screen, with actions for "open in CRM" and for "Store in CRM" (or already stored). https://capsulecrm.com/bl...
Andrew Ardron about 6 years ago in  1 Good idea awaiting more votes

Ability to Pin the Tasks so they're always visible

in version 6 it was possible to always be able to see your list of tasks (recalls), it use to be pinned to the right hand side. This is not possible in 365, and you have to keep clicking the bell icon to see them. Would be handy if there was an ar...
Guest over 2 years ago in CRM App 0 Good idea awaiting more votes

Update the pipeline component use same colour for "Active" as the lead/problem status component

The new pipeline components uses blue for active, green for sold, grey for lost. But, the lead/problem status component (on lead reports and in the notepad view) use orange for active. Update the pipeline component to match lead/problem status com...
Andrew Ardron over 6 years ago in  0 Good idea awaiting more votes

Price List / Quick Quote feature to quickly emphasise our differentiation

Rather than having to do a full quote, have a "quick quote" button on division or contact or lead. I think this is a good suggestion (originally from PEB) just as an "instant" way to demonstrate our integration without having to get into formal qu...
Andrew Ardron over 6 years ago in  1 Good idea awaiting more votes

Copy quote lines enhancements

A customer has highlighted a few enhancements to the 'Copy lines to clipboard' functionality. Currently this does not: Copy across Description only lines cost value which leads to the margin being incorrect when the lines are pasted in ...
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes

Bookmark items

It's great that when I click on the search field in Prospect CRM that I am shown a list of my most recent activities. It would also be useful for users if they could also bookmark items that are important to them. This will provide users with an e...
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes

Keep history of report versions and allow reset to original

If another user has changed a report and you want to access the previous version, you would be able to go back to the previously saved version.
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes

Provide Link to Sales Order in CRM from Sales Transactions

In the sales transaction page a customer would find it useful to be able to have a link to the CRM sales order record that the transaction links to. You can then look back at this order.
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes