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Search for a field in report builder

It would make the Report builder a lot easier to use if you could search for a column / field in the field selector and the add filters menu. It is not obvious to customers where specific data lives in our database.
Guest over 5 years ago in CRM App 1 Good idea awaiting more votes

Remove ability for any user to bulk delete Contacts from a Campaign activity

Its currently possible for any user to remove Contacts from a campaign activity, with two clicks (click button shown in pink on attachment, then click ACCEPT). This should be restricted to Admin users only, ideally shouldn't be as easy to select (...
Guest 7 months ago in CRM App 0

Option to base Leaderboard off Opportunity level

A customer uses the Leaderboard to monitor their sales person's progress but they sometimes have won opportunities that do not have a confirmed order underneath. This is because these are special orders that need to be processed via Opera. Current...
Guest almost 3 years ago in CRM App 1

Bulk link upsell items to a product

When configuring upsell it would be really useful to select multiple products in the search rather than adding them one-by-one.
Dan Bryant almost 6 years ago in  0

Save to CRM Add-in for multiple instances of Prospect CRM

If I have multiple instances of Prospect CRM and I use the Save to CRM add-in, I am required to manually login to the instance that I want to save an email to ensure that the email is saved to the correct instance. A better option would be to be l...
Guest almost 3 years ago in CRM App 0

Warning Message banner

Duplicate what happens in unleashed. When you create a sales order with a certain customer ( which has been previously set up with a message unique to them) a pop up box appears with text warning you of something. The wording is irrelevant it is m...
Guest over 2 years ago in Unleashed 3

Add a 'Recent Discount' field to the recently purchased product page on a quote

A customer would find it useful to have a 'recent discount' field alongside the 'recent price' field on the recently purchased product page when building a quote. This would improve their quoting process when speaking with a customer.
Guest over 3 years ago in CRM App 0

Leaderboard View - Remove any 'sales orders' from the Value

please can you create a setting so that users can amend the leaderboard view (on the sales rep dashboard) to exclude sales orders if they wish. the recent change is not a good fit as we use this function to capture our 'wins' for quoting purposes ...
Guest about 3 years ago in Admin Portal 0

Output field names in address block

Currently the Address Block doesn't output the labels for the individual fields. This can cause some users to enter data into the wrong fields. It would be useful to have the labels be output so that users knew what needs to go into each field.
Guest over 3 years ago in  0

Create a setting to restrict price list usage

When importing pricelists from accounting systems, there is no way to enforce not being able to set certain pricelists on quotes or ledgers. Some of these might not be used for sales, such as a 'Cost' pricelist, and customers may not want their sa...
Guest about 3 years ago in CRM App 0