At the moment we don't pull through the payment terms, this information is stored within Unleashed or Xero. Customers would find it useful to see this information within the CRM against the division.
Guest
over 4 years ago
in CRM App
0
Good idea awaiting more votes
Ability to have search & replace fields within Document Name
A customer would like to add search & replace fields within the document name when using document templates. E.g. so you could add the quote ID to the document name for quote templates.
Adding optional items to a quote showing price but not adding to the total price.
We repair electronic instruments and a lot of our clients ask for an optional extras e.g calibrations, new housings, cables etc. I would like to be able to have a quote showing prices but not adding to the initial total. and mark these as optional...
When you copy quote lines from a CRM quote to the clipboard, it would be useful to store whether the price has been amended from the standard sell price. This uses the "sellpricetype" flag or S or C. Currently, if you have a quote with custom pric...
Having the option to remove recall email notifications would stop a recall being actioned twice (once when the email is received and once when the recall is shown on Prospect). It will also stop clogging up email inboxes, as we know the recalls wi...
Creating a Prospectsoft AI add in to Outlook/emails to extract information
I've started to use Copilot to extract product codes and quantities from customers emails to generate a table with that information and then copy and import it into a quote. This decreases the amount of time inputting into an order and also the nu...
An option for either Card Payment or On Account for Quote to Order Workflow
A customer mentioned that sometimes you are not sure what the customer's payment preference will be so it would be good to have an option for the customer to use either pay on account or pay on card. Currently you need to choose the default option...
0
0
0
