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Filter out 'Closed' companies on the 'Needs Engagement' report

Companies that have shut down are still being recognised on the CRM as companies that 'need engagement' which isn't really necessary. If you delete the company from the CRM it won't show up anymore, however it would be good to have an option to fi...
Guest over 2 years ago in Other 0

Task alert - popup

As a user it would be great if there was a task alert pop-up that would notify me in the system when a task was due in 15 minutes and when it was due in the same way that Outlook or Gmail will alert a user when a meeting is due.
Guest about 2 years ago in CRM App 2 Planned

Growth Engine

Good morning, I like the concept of the growth engine, however i believe that updating this once a month to get trends and information especially in the early stage of use is to long. Can you look to possibly update this weekly, starting with the ...
Guest 5 months ago in Admin Portal 0

To set rows per page as default

It would be very useful if the customer to be able to set rows per page as default as they do not need to change the view everytime they're on that page
Guest 5 months ago in  0

Add monthly sales data to Goals Report

Allow you to report on Goals and if they've reached their targets rather than looking at the Goals page and clicking 'View Performance' once by one on each Customer
Guest 11 months ago in CRM App 0

Email notification type field should include actual object name

When is sent an email notification from Prospect CRM there is a section called Type that identifies the object type that the note was added to i.e. company, quote etc. What would be better is if the actual object name was also included. The open i...
Guest over 2 years ago in CRM App 1

Sorting Products by Price and other sort options on website

The product list plugin should have an option that allows users to enable sorting. One of the default options should definitely be sorting by price. We have been asked for this on so many projects. Other default options could be: Avg customer r...
Guest about 9 years ago in CMS Sites 3

Summary of Accounts data at Group Company Level

Presently if a Group Company exists with multiple companies (divisions) each having an individual SL account for integration e.g. if there are multiple branches each with their own SL Account there is no easy way to review expenditure at Group Com...
Guest about 3 years ago in Integration 0

Set exchange rate from accounting software

We currently set our exchange rate in our accounting software and would like this to pull through into PS, rather than having to have this manually updated in two places. (the accounting software we use is Opera).
Guest over 1 year ago in Integration 2 Already exists

Subtotal Before Delivery Charge on Totals Table

It would be nice for customers to have a built-in way or option to show the total of their quotes before delivery prices are applied.
Guest about 2 years ago in  1