It would be really useful as part of our Quality Control procedure to print off details filed under a problem. At the moment only registered users of the CRM can view the problem, I want to be able to print off an share with Senior Production / Op...
To reflect accurate timings of orders from Unleashed to Prospect
At the moment all orders placed via Unleashed are shown as of midnight from the Unleashed API and therefore they don't appear on Prospect in realtime. I would like to propose that this is amended to show orders on Prospect in realtime to make our ...
Following a conversation with the customer, it was suggested that it would useful to have a notification when opening the CRM for the first time during a day which displays if the imports have run or not. It should only display for admin users or ...
Guest
over 5 years ago
in CRM App
0
Already exists
when using postcode look up it doesn't include the 1st line of the address i.e the delivery companies name example when a Construction company is having delivery to a school or an academy trust having delivery to an individual school/academy
Relevant SIC Code(s) to be added automatically to a company page by the CRM.
New and existing companies in our CRM are currently saved under various sectors/sub sectors fields so we can report accordingly. This process is time consuming and not 100% accurate. Since ProspectSoft CRM is able to pull out address data automati...
It would be really useful if a person who is assigned a task is able to see the task when they click on it. Currently we are presented with a blank screen and the task is only visible in the activity section.
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