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E-learning platform integration with Prospect

We have UK and worldwide based clients who require initial and ongoing training on the use of our products. Making our learning material and tests available online would streamline our processes and add additional control. It would ensure training...
Guest 12 months ago in Integration 1 Unlikely to implement

filter the magic matrix by dates

We would need to to see what categories of products have been bought by customers for a specific time range (ex: on a weekly basis) we would like to see the filters being applied to the magic matrix;
Guest almost 3 years ago in Product Management 2

Dynamically Populate Problem Fields based on type

A customer would find it useful to dynamically populate fields on a problem if a certain type is selected. This is particularly useful when logging service requests as different types of request will require different fields completing.
Guest almost 5 years ago in CRM App 0

Integration for CIN7 Product Options

Within CIN7 there are three option fields that you can use on a quote line level. Each product on the order has the three option fields that are free text fields. These are used by CIN7 customers to populate additional information for the product ...
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Uploading folders to the filecache in 365

Ideally, this would allow a user to upload a folder and all its children. I was trying to add the files for the Webshim library into the filecache and it has a lot of files (with quite a few folders deep, see image). I have resorted to uploading t...
Guest about 8 years ago in CMS Editor 1

Attach photos to CRM record

We are on the road and see a beautiful shelf display or product shot at an amazing venue and be good to take a photo and have it next to the CRM record
Guest about 3 years ago in CRM App 1

Add Next Button to Division Records

A customer would like to add the next button to the division level within the hierarchy. Currently the Next button is only available on other records below the division. The customer would find this useful when running through division reports, he...
Guest about 5 years ago in CRM App 0 Already exists

Enable ability to change default address when searching

Carl Stuart have noticed when searching for irish addresses for their customers on division level, it only returns addresses in the UK. This is because it is hardcoded to search within iso code GB, and to allow them to search outside of that you w...
Guest about 6 years ago in  0

Option to use either currency symbol or currency code in quote table

A customer would find it useful to have an option to either use currency symbol or the currency code in the quote table. E.g. currency Arab Emirates Dirham could be either AED or د.إ. Just it just shows the symbol- د.إ.
Guest about 2 years ago in CRM App 0

Recurring recalls/appointment in the CRM

A customer has requested that the crm be able to have the functionality to support recurring appointments/recalls in the crm rather than needing to manually change the date each time. An example of this would be needing to do a monthly checking ...
Guest about 5 years ago in CRM App 2 Good idea awaiting more votes