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Low margin waring on orders needs brighter colours!

The low margin warning that I have set to come up on the order entry screen is a lovely pale pastel shade. Currently it's not very visible and I would like to be able to either have it in bright red or have the ability to change its colour to some...
Guest about 1 year ago in Admin Portal 0

Order Life After Confirmation

Stock management systems show the life of an order, from quote, through to order, picking, packing, shipping, invoicing and then potentially the return as a credit note. Within the Prospect CRM we have advanced quoting capabilities but then only s...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Lead Size Configuration (By Sequence)

In the desktop you were able to set up a sequence on the 'sequence column' for the lead size, however you cannot do this now in Web UI so they just appear in whatever order (seems like by description)
Guest over 6 years ago in  0

Add Checklists to CRM Records such as Leads

A customer would find it useful to add checklists to certain CRM records such as Leads. At the different stages of the lead pipeline process a different checklist will be made available. The checklist would have a series of Completed/Not completed...
Guest over 5 years ago in CRM App 0

Better searching through pages on Campaign Activity

When on a Campaign Activity, sometimes I need to just jump to a specific page e.g. page 30 of 50. At the moment, you have to go through every few pages to jump up to the page number you need (as shown in the video). Could we add a feature e.g. tha...
Guest over 6 years ago in  2

Warning before confirming a quote/order if there is no email linked to it

You can create orders/quotes directly under a company. These won't have an email linked to it automatically, since it doesn't know which contact to select. Confirming this order will mean no-one from the customer company will receive the quote con...
Guest about 3 years ago in CRM App 0 Good idea awaiting more votes

More forgiving search

I feel like a fair amount of office discussion centres around the spelling of contacts and business names so that we can find them using the global search. for example we have a customer 'Phillips brothers' but I entered 'Philips brothers' which p...
Guest about 3 years ago in CRM App 0

Add a drop down option for Decline Reasons rather than free text field Quote to Order Portal

A customer would find it useful to have a drop down for the decline reasons on the quote to order portal rather than a free text field, maybe have a option of Other and then have a text field for it.
Guest about 1 year ago in CRM App 0

Phone Call Log

A functionality within the Activity section specifically for logging phone calls. This would allow reports on Phone Call quantities to be tracked easier.
Guest about 1 year ago in CRM App 1

Reason for declining on the Quote to Order Workflow portal to have the Mandatory/Required option

By having it mandatory, the customers can provide info on the reason for declining, and those info can be used for tracking purpose. It'd be useful for Account Managers and Sales Reps to monitor and generate relevant reports based on those reasons...
Guest about 1 year ago in Product Management 0