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CSV upload - use alternate reference/SKU in place of Product ID

It would be useful when using the CSV upload to be able to use the Product Alternate Reference 1 field instead of the Product ID such that if you had a CSV to upload which had a list of products where the code is actually the Product Alternate Ref...
Guest over 5 years ago in CRM App 0

Quote suggested product dropdown - include more fields in search

Currently, when adding lines to quotes using the 'search for a product' field, when you start typing a product code/description the dropdown will narrow the search as you type, however that search only looks at product codes and descriptions. It ...
Guest over 5 years ago in CRM App 1

Sales transaction search

Within Prospect CRM it would be very useful to be able to search for sales transactions using the global search. At the moment sales transactions that originate outside of Prospect CRM can only be searched for within a report.
Guest about 2 years ago in CRM App 0

Setting to remove HTML fromat from activity notes

HTML which brings across images, colour, font's etc. are not always needed. To get round this you can paste as plain text. Some customers only paste as plain text and have to do this every time they paste a note. I think we need to have a setting ...
Guest over 5 years ago in CRM App 0

Add option to import ledger information from Xero

Some businesses have an ERP system to handle inventory and use Xero for accounting. Due to this set up their ERP system may not have the correct information for sales ledgers, credit limits, and balances. As a consequence of this Prospect may not ...
Guest over 4 years ago in Integration 1

Ability to have custom no-image images

The customer wants to be able to set their own no-image image to comply with a particular theme / brand on the website.
Guest over 4 years ago in CMS Editor 1

add interactions and documentation, to Product items

adding interactions tab including task setting, to product items would help address any issues or actions required as part of sales, product, procurement and inventory management. It would be wise to add documents tab as well related to the produc...
Guest about 1 year ago in CRM App 0

Improved Outlook Integration

There are various ideas that I am sure a lot of people have surrounding improvements to our Outlook integration. Below are a few of mine: Save to CRM availability via the Outook Web App & Mobile app. "Create a Contact" functionality from Outlo...
Guest about 9 years ago in  1

Merge Tags when merging a company

Now we have the merge button it would be good for the company tags to merge as well when using this feature.
Guest about 1 year ago in CRM App 0 Investigating

Print Page from Browser Formatting

When you try to print the CRM screen from browser it is not formatted correctly.
Guest almost 7 years ago in  1 Already exists