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CMS to use ISO Codes for Formatting rather than Currency Masks

The CRM app uses the ISO code for display formatting. The CMS uses the Format masks. Not all imports setup the currency masks correctly, so these need to be manually adjusted.
Guest almost 2 years ago in CMS App, Websites & eCommerce 0

add additional associated contacts to opportunities and problems for quick reference email chains.

either have the ability in the add contact section of the opportunity/problem to add associated emails. EG supplier contact, third party contact OR have the opportunity/problem automatically recognise CC/email address that has been sent to the act...
Guest almost 2 years ago in Automation 0

Being able to merge reports

I would like to see a way of merging reports on ProspectSoft, so there is no need to merge them in excel once exported.
Guest almost 2 years ago in CRM App 0

Create new contact from "Add to CRM" within outlook

If I have an email from a new contact, I click "Add to CRM" but there is no option to create a new contact record and autofill the email
Guest over 7 years ago in  0

Auto POP UP Product selection ...... DELETE it

Never use it, regarded as a pain the arse, just more keys stokes to get rid of it.
Guest almost 2 years ago in  0

Enable Single Sign On (SSO) for ecommerce site logins

As ProspectSoft is now enabling us to use Single Sign On (SSO) to access the CRM etc it would be great if we could also offer this to customers accessing our ecommerce sites and their accounts - as Prospectsoft says " If you aren't using single si...
Guest almost 2 years ago in CMS App, Websites & eCommerce 0

Problem follow up dates & escalation

when allocating a recently created problem to a individual, it would be good to include their line manager in the notification so they can be aware of the task that has been assigned and the urgency that it needs to be dealt with.
Guest almost 2 years ago in Other 1

Add This Year & Last Year Sales to Sales Transaction Year on Year Entity

A customer would like to see this year & last year sales & the difference between the two within the Sales Transaction Year on Year entity. At the moment this is the last 365 days compared to the previous 365 days so a rolling report.
Guest almost 4 years ago in CRM App 0

Add ability to edit Document Description when using Save to CRM

It has been highlighted that the Prospect 365 version of Save to CRM doesn't give the option to rename the Description of the Document that is created so it defaults to the subject of the email - if you're saving a few emails from the same thread ...
Guest over 5 years ago in CRM App 2

Multiple options available on quotes

As we sell customized solutions, we would like to make quotes showing various options the customer could select. When options are selected, it will show the correct amount. Also useful to offer two different products and let the customer select wh...
Guest almost 2 years ago in Other 1