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Use Address Default Delivery Instruction on Unleashed Sales Orders

Within Unleashed you can setup a default delivery instruction for each of the saved addresses. Currently when we confirm an order from the CRM into Unleashed, we overwrite the delivery instruction with whatever is entered into the delivery note fi...
Guest almost 2 years ago in Unleashed 0

QuickBooks Online - Sync product sub categories

In QuickBooks Online there are fields for product sub categories, this information is not synced with Prospect CRM. The integration with QuickBooks Online should be updated to include product sub categories.
Guest about 2 years ago in CRM App 0

Replies to emails sent from Prospect

When sending emails to customers out of Prospect and that person replies back, how do you keep the email trail going if that persons email doesnt automatically sync into prospect upon landing in Outlook. I used SAGE a few years ago and it did exac...
Guest over 1 year ago in Other 0

Add document restrictions

A customer would like to store confidential documents within the CRM & apply restrictions so only particular users can see these documents.
Guest over 5 years ago in CRM App 1

Block recall dates for when out of the office or annual leave

it would be good for users to block out dates where they wont accept recalls (annual leave, training days, exhibitions etc), currently you can have a few days off then when you get back to your tasks you might have 10 overdue as recalls had been s...
Guest almost 4 years ago in CRM App 0

Use Dear integration to pull details of Credit note, number and value into relevant issue.

When a problem/issue results in a credit being issued, Prospect should pull the credit note number and value to the appropriate problem record. This would reduce time in manually updating the record and ensure accuracy of the customer record.
Guest about 3 years ago in Cin7 Core 0

Purchase changes email subscription status

It would be good to introduce a way in which you can automate a contact's email subscription status changing based on purchasing activity. For example, every new contact is labelled as unsubscribed but, when they buy a product, their status get's ...
Guest about 1 year ago in  0

Include Unlink Button for Products added using Upsell

A customer would like to unlink certain products on the quote record that have been added via Upsell functionality. For example a few products may of been added using Upsell manager & one of those products need to be added to a separate quote ...
Guest over 5 years ago in CRM App 2

Custom Value Field Instead Of Dropdown

Right now, sales teams have to pick from a dropdown values when adding an opportunity to the system. It would be nice if this could be customised by sales. For anyone crafting bespoke services for clients, it's important to input specific values. ...
Guest over 2 years ago in Other 1

Ability to turn off social search

Currently there is no way to turn off social search within the settings of the CRM. It would be useful to have the option to opt out of this feature as sometimes the data isn't 100% accurate and could be missed when creating contacts
Guest over 2 years ago in CRM App 1