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Default quote grouping format settings

If a customer is going to be using the grouping feature on every quote it would be nice to have a default group format such as 'new table' and 'show prices'. This could be something that you set in the settings for the format you want to display. ...
Guest over 5 years ago in CRM App 1

Stock levels for BOM items being built-to-order

BOM items can be made and stocked, but if they are basically "kits" being "built to order" then the stock is generally zero ... while the users know they can make X based on the underlying parts. We can't pre-calculate this, and calculating it for...
Andrew Ardron over 8 years ago in  1

Allow Pop up windows like at the start of a quote to be configurable

We would have liked to see the Company Source appear on the Pop-up Window but this is not possible. It would be good to be able to configure like all the other screens where you can choose which field you would like to see on there.
Guest over 3 years ago in CRM App 0

Restrict who can confirm orders

Ability to restrict users from confirming orders. Allows for a more strict control of data going into the accounting system.
Guest about 1 year ago in Integration 1

on Sales orders allow one time change of price

Occasionally we would like to manually change a price for an SKU without changing the global price list. For example if we were giving free stock
Guest about 1 year ago in CRM App 1

The ability to add a contact to the Company Group.

We have many individual clients that are part of groups and they often have contacts that relate to the group such as a group purchasing officer or a group decision maker.Prospect doesn't allow us to add the individual to more than one account so ...
Guest about 1 year ago in CRM App 0

Allow only Admin to edit Company Details

Please work out a way to only allow staff with Admin rights to be able to edit info on the Company Details page. We have had staff that have unintendedly changed the company name and it has taken ages to find again. Also, if info is adjusted in Pr...
Guest about 2 years ago in Access Dimensions 1

Cin7 Customers

Cin7 is our source of truth. We have B2C customers, marketplace customers. All these are syncing in Prospect and are very problematic. We are trying to use Prospect striclty for our B2B departement, at the moment its impacting all the reporting an...
Guest about 2 years ago in Cin7 Omni 0

Automatically populate the Turnover field for a company based on last 365 days sales data

This obviously gets out of date over time when it has to be manually set, and becomes irrelevant unless manually updated. If integrating to other software, such as Unleashed, Cin7 etc, then the sales data is in Prospect anyway, so it seems logical...
Guest about 2 years ago in Automation 0

Import Sales Group to Division Record from Unleashed

Unleashed has a field on a customer record called Sales Group & a customer would find it useful to have this imported to a division record & visa versa.
Guest over 5 years ago in CRM App 0