Please can we update the News section that people see when they log in to the CRM (please see attached screenshot), as this is a little out of date now. Some ideas on what we could add here instead are:
Link to New Features page https://www.prosp...
For customers using the on-hold wizard to process orders from their website, this only shows Operating Company, Quote ID, Quote Description and Quote Value. This therefore doesn't show any customer information so for them to be able to process ord...
Add 1 or 2 fields on Lead for Free Trialist (start & end dates)
In order for us to quickly see how long a Free Trialist has got left on their trial, could we add a couple of fields on the Lead saying 'Free Trial Start Date' & 'Free Trial End Date'? These would be calendar drop down things like you have on ...
You can add the "Quantity Available" column on a quoteline entry screen, but this is not immediately obvious on first usage. It would also be useful if there was a warning or highlighting if the "quantity available" is 0 (or less than the amount y...
Web Catalogue details to be available on quote line
LTT require the web catalogue tab on a quote line in order to migrate to the Web UI. Specifically, they require the extended description field from the web cat details, if not all of it is possible to display on a quote line.
Product History Not available when creating a quote
LTT rely on the product history report option when creating wholesale quotes/orders. They require a list of recently brought products, quantity and price to be able to add lines to a quote
Change the communication summary to be "At-a-glance"
Next Action
Expected Value
Communication Elements
No. of Active Quotes (vs total)
No. of Orders (Total Value)
Move Lead Size, Margin and Value to a new group on the "Quotes" page
The desktop had button on the recall window to fire the outlook 'add appointment' window. This is convenient for a lot of people. Please could it be added to the SPA version.
It would be handy if the contact and division in the Search Results pane were clickable. Many times I search for a ticket to find who it was logged under so I can log another one under them; it is a pain to have to either a) do another search or b...
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