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Display the actual sales ledger as well as the word Default on a Quote

Currently if you are confirming an order the target sales ledger will default to the one under the Division. This then displays the word [Default]. Coudl we have it so that it dispalys the actual sales ledger as well. When you are confirming or ch...
Deleted User about 7 years ago in  0

Allow B2C record creation through Basic Data Import

It has been requested that it would be useful if the Basic Data Import also supported B2C contacts rather than just B2B records. Although our customers' customers are mostly B2B, they often engage in B2C marketing after exhibitions and when indivi...
Guest about 6 years ago in  0

Ability to add tags to saved emails under Activity feed

It will be useful for the customer's own activity tracking as currently there are no tags or Activity types shown for saved emails on the Activity feed. They have to add a separate note to indicate that an email has been sent/saved against the rec...
Guest about 1 year ago in CRM App 0

Livechat integration

Vantage House were interested in licensing two users for a ProspectSoft Integrated Livechat system for their CMS presence. At the moment we offer no integration to inhouse or third party LiveChat system. I think this would be beneficial for our cu...
Guest about 6 years ago in  1

Opportunity by Product Volume

We forecast based on production volume rather than sales value. Would be great to be able to put in a monthly or weekly estimated order so we can see projected volume of opportunities.
Guest over 3 years ago in Product Management 0

Include Tags in Opportunity Kanban View

Show the Tags on an Opportunity on the Kanban Card that represents that Opportunity to be able to get an overview of the Tags set.
Guest about 1 year ago in  0

Change the Tax Code on a quote for Opera

The Tax code field is non-editable on a quote if you customize it in. There are situations where you would want to change the Tax code for a quote from the default for the Company.
Guest about 1 year ago in CRM App 0

Account "On-Stop" Banner on Company Details Screen

Currently users need to view Sage 50 screen to see if account is on stop. It would be really useful to have a red banner on the company detail screen showing the account is on stop
Guest over 2 years ago in Sage 50 1

Ability to report on Days to close- pre calculated report feilds

Requested for Problem records to show days it took to close a ticket off as successful, to help with KPI reporting etc. We could extend this to time to conversion for Opportunties as well.
Guest about 1 year ago in CRM App 0

Prospect CRM pulling through batch numbers from Unleashed, once assigned in Unleashed

It would be useful for Prospect CRM to pull through batch numbers from Unleashed, once batch numbers have picked and assigned to an order, similar to the functionality offered with serial numbers being pulled from Unleashed.
Guest over 3 years ago in Unleashed 0