Hello - love the new Growth Engine graphs, they have the makings of something really useful... my question is... can I segment the data to show certain customer types or customer channels? I have a few different channels with very different order ...
Sage - Product purchases include due date and delivery date
Product purchases in Sage are synced to Prospect CRM. The sync should include the due date and delivery date fields. These fields are available in the UI however they are not populated.
When reporting on Sales Transactions it can be useful to see how much of a product a customer has used. Currently, we import credit note quantity as a positive number, so when looking at a summary of the quantity of these lines it is shown as grea...
So far, Prospect does not have this as a standard and at present, this report can only be made by exporting data manually to Excel. It would be a great addition if this could be a default report.
A customer would find it useful to have an option to not import Suppliers. Currently we import suppliers but there is no option to not have this information pulled through. Some customers will just use Prospect CRM for managing customers & pro...
Filter Account Managers Dashboard by Customer Type
On the Account Managers dashboard it is possible to filter the data by account manager. It would also be good to be able to filter the Account Manager dashboard by customer type, this will allow account managers to see the same data just for speci...
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