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No default user set on a recall - Prompt to assign a user

A customer would like to have the recall not default to a user, but then prompt you to select a user when assigning/saving the recall. Avoids the issue of accidentally saving a recall to themselves/incorrect person(s). Can't currently edit the use...
Guest almost 4 years ago in CRM App 0

To be able to exclude contacts based on previous campaigns they've received

For example - as we're running multiple events this year, we are inviting people within a 60 mile radius of the event location. However, some of the people who attended the Huddersfield Event are still being included on the Chesford Grange campaig...
Jessica Nash almost 8 years ago in  3 Already exists

Include middle name as a standard field

It would be useful to be able to have middle name as a standard field. At the moment the options are to include the middle as part of first name or last name or create a custom field. When using a custom field it isn't possible to show the middle ...
Guest almost 2 years ago in CRM App 3

Option to filter the Account Manager dashboard by Geographical location

A customer would like to have the ability to have the Account Manager dashboard displayed by a Geographical area, enabling them to have the RFM analysis broken down into depot areas e.g. Instead of selecting an Account Manager, select Plymouth, Ta...
Guest almost 4 years ago in CRM App 0

Warning bar when Hazardous product added to a quote

When a product is added to a quote that is marked as 'hazardous' a warning bar should pop up warning the user. This should be a system option that can be turned on/off.
Guest almost 6 years ago in CRM App 0

Display Operating Company Letter in Save to CRM

If you have multiple Operating companies in Prospect CRM - and the same record exists in both, it can be tricky to identify which record belongs to which operating company. It would be useful if multi operating companies are setup if the letter or...
Guest almost 2 years ago in CRM App 0

Display Company Type Colour in Save To CRM

If you were to have the two company records in the CRM with the same name - e.g. A Customer / Supplier Record - when saving emails in via Save to CRM it is tricky to know which is which. the attached screen show an example with how company type co...
Guest almost 2 years ago in CRM App 0

Allow non Admin users to cancel orders

At present only an admin user can cancel an order. There should be a user permissions option to allow non admin users to be able to cancel orders.
Guest almost 2 years ago in CRM App 0

Add document ID in the activity feed

Add the document ID alongside doc title & preview in the activity feed. Easier to distinguish when doing multiple document uploads.
Guest almost 4 years ago in CRM App 0

Record when the share tool is used

Customers would like to be able to record the record that has been shared, who it had been shared with and what had been said in the share box.
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes