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Set order status

When an order is confirmed to Unleashed it would be good if the user was able to confirm what the order status should be i.e. parked or backordered. At the moment all confirmed orders to Unleashed as set as parked, there are orders where the produ...
Guest about 2 years ago in CRM App 1 Shipped

Hide or reorder records that are not being searched for

When using the global search, you'd be able to reorder or hide the record types that you're not searching for. So if you're only looking for products, you would be able to have it at the top of the list instead of the bottom, or hide the other opt...
Guest about 3 years ago in CRM App 2 Shipped

Tag users / Mention Users in notes with @user...

It would be useful to tag users in areas of the system in the notes. Many other things already implement this like trello, you could subscribe to things to see updates. This would be distinct from recalls as you could have multiple people tagged/s...
Guest over 6 years ago in  8 Shipped

Include a Favourites Tab for all saved reports.

No doubt we all have 4-8 reports that we often delve into from time to time. Some are in data sets, some in other reports and some in all reports. Could we add a tab down the left called favourite reports with them all in there?
Guest almost 3 years ago in Automation 1 Shipped

Prevent price re-calculation when changing parent of a quotation (to a different parent within the same company)

At the moment, our website creates quotations at the contact level. Once we receive the notification we set up the opportunity & move the quotation to the opportunity. However, this "change parent" move causes the pricing of the quotation to r...
Guest almost 5 years ago in CRM App 3 Shipped

Bought X but not Y and other sub-query filters in reports

I'm not sure how urgent this is, but it would be nice to be able to do reports of contacts who have open opportunities, Contacts who have no opportunities, and you can come up with loads of similar examples (divisions with no contact with the "mai...
Andrew Ardron over 6 years ago in  0 Shipped

Send Emails from User Email not crmemails@prospectsoft.com

Customers have highlighted that they would like emails sent from CRM to be sent from their email rather than crmemails@prospect365.com. They also find sometimes their customers manually type out the email they received from and that sends to an un...
Guest almost 6 years ago in  2 Shipped

Add making fields mandatory or optional to Screen Customiser

At the moment there is no interface for making fields mandatory or optional. It would be good to add an option to the screen customiser for this.
Guest over 5 years ago in  0 Shipped

Integrate with Dear Inventory Order Memo Field

Dear Inventory customers use the Order Memo field to add further details about the order. Customers would find it useful to be able to post comments from the CRM into this field.
Guest about 3 years ago in Cin7 Core 1 Shipped

Allow creation of sales ledgers

The CRM should allow for sales ledgers to be created directly with the background integration elements being responsible for pushing them into the accounting systems. This could be done quickly with only the most basic information provided by the...
Dan Bryant almost 7 years ago in  1 Shipped