By ProspectSoft on Fri 29 March 2019 in New Features
See what our Development team have released in the Prospect solution the month of March!
CRM Sales Ledger Creation
The CRM integrates with multiple accounting systems. The link between the CRM and the accounting system is the Sales Ledger which is stored on a Division record. Our article here and our video will show you how to create a Sales Ledger from the CRM using the information stored on the Division record.
CRM Product Creation
CRM Product Creation allows users to create products that do not already exist within the accounting system. This is particularly useful if you have a large catalogue of products and they're not all setup within your accounting system. In addition, if you sell customisable products then this would also be useful to your business. To find out how to create products in the accounting system at the point of order confirmation, take a look at our guide or video.
Displaying of Dates
Users now have the ability to choose how dates should be displayed. By default, the CRM displays dates in a relative format (e.g. 3 hours ago, in 2 days etc.). With this format, you can hover over the field to see the specific date and time. Some users however prefer just to see the actual date (e.g. 28 March 2019). When using “Actual Dates” the CRM will display the dates as per your browser language settings. To change your user settings for the displaying of dates, follow our short guide here.
Recall LimitsUsers can now set their recall limit from within the CRM. By default, the CRM will not limit the number of active recalls for you, but if you'd like you can set a limit in the Recall Settings (under the Settings page) within the ‘About Me’ section.
If you've set a recall limit, then you can also customise what happens when that limit is reached by ensuring ‘Prompt’ is selected in the Recall Limit Action section in the Recall Settings. To set this up yourself, check out our step-by-step article here or watch our video here!
Send Emails from Own DomainEmails can now be sent from the user’s email domain (e.g. firstname.lastname@example.org) as opposed to the default setting of email@example.com. To configure this, follow these steps!
Reminder: The Ideas Portal
Visit the Ideas Portal via this link and get logging and voting!
Notice: My Portal Retired
The My Portal (my.prospect365.com) has now been retired. All functionality and features that were available in the My Portal are still available from within the CRM.
More from March!
- Support for description only on Quotes
- Updated metadata to support Zapier integration