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Company name changing and not updating

the company name is accidently being changed by team members and they system has not tracing or accountability t make this stop or retrain those who do it - also as the details dont sink when updating between unleashed and prospect we cant find th...
Guest over 1 year ago in Automation 1 Already exists

Be able to configure the magic matrix set up

The suggestions from the magic matrix do not seem to relate to our product range so would be good to be able to configure it ourselves
Guest over 1 year ago in CRM App 1 Already exists

Enquiry form - Link to products

When a user is completing an enquiry form it would be useful if they could select a product that they are interested in and for that product field to link to the products available in Prospect CRM. If there are 100's of products it would be better...
Guest almost 2 years ago in CRM App 1 Already exists

Allow the document library linked documents to be linked in quotes

When we sell a product, we want to provide the datasheet. If I could provide a link to the datasheet in the quote, that would be great. The datasheet is in the library under a folder called "datasheets" and is linked to the SKU code.When I ship th...
Guest almost 2 years ago in Automation 3 Already exists

Clone Report

Ability to clone a report would be great. Sometimes you spend ages building a report, then want another very similar. Most software systems allow you to clone save and tweak to create your new report.
Guest over 2 years ago in Product Management 1 Already exists

Order confirmation email for internal users

When an order is confirmed it is possible to have an automated email go to the customer.When an order is confirmed it should be possible to have an automated email go to an internal contact at the customers company i.e. sales@prospectsoft.com.The ...
Guest almost 3 years ago in CRM App 1 Already exists

Manage product sales prices in CRM rather than our account package

We would like to manage our sales prices in the CRM rather than in the accounts package and be able to have price breaks for product groups
Guest almost 4 years ago in CRM App 2 Already exists

Pop Up Window For Checking Order Details When Confirming

Customers have expressed that they would want a pop-up window with an orders details when a user tries to confirm an order. This would be useful for double-checking everything's correct, to reduce the margin of error with orders. This feature alre...
Guest almost 4 years ago in CRM App 2 Already exists

Add Support for Single Companies in the Missing Customer Import

With the introduction of the Single Company feature, some customers who deal with only single companies would like it if there was a way to import new accounts from the respective accounting system to the CRM as a single company. As it stands, the...
Guest almost 4 years ago in Automation 0 Already exists

Don't set value to zero on lost opportunity

Currently if an opportunity has been marked as lost the value will be set to 0. This means that you can't report on how much value you lost. It would be useful if Prospect did not do this so that you could have visibility on how much was lost.
Guest almost 4 years ago in CRM App 0 Already exists