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Bulk Import Distributor Account Codes

We should have a function to allow you to bulk add the Company's again one Distributor or have a way to bulk import this.
Guest over 1 year ago in CRM App 0

Enquiry - When converting, all information (Summary) is saved as an activity. Allows visibility of information more efficiently once converted.

Currently all information within the summary field box is retained within the enquiry even when converted. This is key information regarding contacts and or businesses and would be beneficial to have this imported directly to an activity at time o...
Guest over 1 year ago in Automation 0

Ability to filter in the Recycle bin

V110 introduces a recycle bin from the system settings https://crm.prospect365.com/view/Report/Recycle-Bin You cannot filter anything, only sort by a column, so locating a particular record will be very difficult e.g. filter by problem and deleted...
Guest over 1 year ago in CRM App 0 Investigating

Buying Patterns report

In the desktop version of Prospect CRM there is a company level report called buying patterns. This report provides a list of all products and plots month by month which products have been purchased. This report is not available in the web version...
Guest over 2 years ago in CRM App 0

Additional settings attached to a pipeline

For a specific pipeline you should be able to set a whole set of defaults to make the logging of problems and leads easier. e.g. when you put a lead into a pipeline of "Add-on Sale" it should set the type to "add-on" it should set the close date 3...
Guest over 6 years ago in  0

Import contacts from Unleashed if they are added after the division has been created in the CRM

It is highly likely that a key contact will be added to an unleashed system after a division has already been made for it in the CRM. It would be great if these contacts were imported if not contacts were current associated with the division in th...
Guest over 5 years ago in Unleashed 1

Add my commission

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Guest over 1 year ago in  3

Ability to make articles text box larger

Currently the text box when drafting articles is too small, you can only view around 4 lines of text. There is currently no way to make the text box larger. It would be useful if we could 'pop' the articles text box out to have full display when ...
Guest about 8 years ago in CMS Editor 1

Import Bin Locations as part of standard Opera AME

One of our Opera customers has noticed that the Bin Locations are not pulled through by the AME. It is because only the Exchequer standard import that does this. Therefore, I have been asked to log this as an enhancement.
Guest over 6 years ago in  0

Send an email notification for confirmed orders on specific customers

This will allow you to monitor the quotes of specific customers to keep tabs on their conversion rates.
Guest over 1 year ago in CRM App 0