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Only show products within selected group when editing

When editing a group it shows you all the products on the quote but sometimes you just want to see only the products in that group. Would be good to have a filter to just see the ones that are in the group.
Guest 10 months ago in CRM App 2 Investigating

Ability to add new products to a quote via the quote group pop-up

When editing a quote group, it would be handy to be able to add a new product to the quote to add to the group. Currently you have to come out of editing the quote group and add the product, then go back into the quote group to add the newly added...
Guest 10 months ago in CRM App 0

Bulk update for recalls

a customer has done a basic data import for leads and have asked if they can assign them between 2 users. Basically a bulk update to set recalls. We have an option to update current recalls but this would be for new recalls
Guest about 6 years ago in  4

Sync Documents on Sales Orders to Unleashed

Documents (or at least a link to the document) should be synced to Unleashed when they are attached to an order in Prospect. This will allow Unleashed users at an organisation who don't have a Prospect login to use the documents.
Guest over 1 year ago in CRM App 0

Ability to unobsolete or delete products without a direct connection to a SOP system

The ability to change product status, either to obsolete and un-obsolete them directly in the CRM would be useful so that product records can be maintained correctly on a daily basis. A clearer definition of delete would be good as it would allow ...
Guest 5 months ago in CRM App 0

velocity report and Graph.

There are graphs available for sales, customers, and sales reps. Please, can we get a similar thing in place where we can see sales per SKU over time, where we can filter month/year and have this on a graph view so we can see product trends and se...
Guest 5 months ago in Product Management 0

Restrict decimal to 2

So that our customers get accurate values before sending a PO, the totals are now mismatching due to the automatic calculated decimals
Guest over 2 years ago in  0

Primary Email Addresses for Multiple Contacts

A few customers have mentioned that they would like to be able to set the same primary email address for multiple contacts within the CRM. Currently only one contact can have an email address, and the other contacts need this email address storing...
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes

Post Email And Phone Number when creating contacts in Cin7 Core

As part of creating accounts in Cin7 core from the CRM, you can select a contact to be posted across to Cin7 Core. However this currently does not post the email or either of the phone number fields. It would be beneficial to our users to prevent ...
Guest 10 months ago in Cin7 Core 1

Ability to use the Activity notepad on a campaign

Ability to use the Activity notepad on a campaign Would be so useful to track internal conversations etc.
Guest over 3 years ago in CRM App 0