MAJOR ISSUE: in the current version: The whole contract signature is not working. It loads forever and the inout fields for mail, name etc. are completely gone. -> Also it would be good to save the IP Adress and the exact datetime of the signature time (Right now it shows as “Signed Yesterday” and not “Signed on [date]”.

Edit: This bug just occurs in the “contracts” tab in the dashboard. When signing the contract over thge external link, everything works as expected.

Also: We have to use SMTP for Mail, and when attaching the contract as file, the smtp does not work, please fix that too!

Tengo el siguiente problema al intentar restablecer la contraseña de cualquier usuario:

AADSTS70000: The user could not be authenticated as the grant is expired. The user must sign in again. Trace ID: 3ccfc9df-7e69-4b02-9df5-194d8156ac02 Correlation ID: 7fc800da-2fb0-48fe-926c-fab2353b9ac1 Timestamp: 2025-07-15 17:58:53Z

Agradeceria su ayuda.

Hey! I would love a feature to put Projects into categories and allow my staff to just access different projects in those categories + projects they are assigned to. Also i need a feature, to give my staff the ability to text ALL my customers, wihtout having to add them manually to the “can text customers” list.

Hi, I’ve noticed that when managing a lead, there’s a very useful “Convert to Client” button that opens the “Add Client” modal already pre-filled with the lead’s data.

I was wondering: Is there a similar button or feature to convert an Estimate into an Invoice — where clicking it would auto-fill the Invoice modal with the Estimate’s information? Since they’re pretty similar documents, just as leads with clients.

It seems like a logical and expected functionality, but I haven’t found it in the current version. Let me know if it exists or if there’s a recommended way to implement it.

This would be especially helpful when dealing with estimates that include many items — recreating the same document manually as an invoice, line by line, feels a bit inefficient.

Thanks in advance!

Can you build an improved files manager? One were we can select/delete/move multiple files at once.

Hello, do you have a plan to add a deposit request? Thank you.

Hi, can I link my Facebook with this CRM? For example, when someone submits a lead form through Facebook Ads, can the lead be automatically added to Zapier? Since Facebook provides integration with Zapier, Google Sheets, and more.. can I use Google Sheets if direct integration with the CRM is not possible?

“Hide team members list from dropdowns?” This is not working from dropdown menu in tasks and proposals, estimates etc. I need also permission option for proposals for own proposals because current permission is only for all proposals but for own proposal it is missing.

With Projects we can add Project members. Is there any way to add a project team, which would add multiple members at a time? Or can you add this as an option?

Hi Admin,

Is there a way to get add salesman or team member’s name on the invoice? And is there a way to get sales report by team members? My goal is to easily see who has sold the most.

Hello,

I have a few questions regarding the system’s current capabilities:

1. Is it possible to set up the system so that all users can view planned and approved vacations of their colleagues, ideally in a calendar view? This would greatly help our team with planning and coverage during absences. If this feature is not currently available, could it be considered for future development?

2. Is there a way to create global filters for projects, tasks, etc., that would be available to all users? This would be very useful for maintaining consistency and improving user experience across the team.

3. Lastly, we’ve noticed that some emoji are not displayed correctly—instead of the emoji, question marks sometimes appear. Is full emoji support planned, or is there a recommended solution for this issue?

Thank you very much for your response.

Is there a plan to incorporate the 2Checkout payment gateway?

can we use for real estat???

Hi,

I recently updated to the latest version and noticed the start timer button within tasks is now missing. I have check all the settings but do not see anything that would cause this. Do you know if this is an issue or if I’m missing a setting somewhere?

They were there before the update.

Thanks!

Hi can you confirm that I can purchase and install as local server to use it as intra net.

Dear Purchasers, If you need assistance with installation or customization services, we’re here to help. Feel free to reach out to us at info@prismasell.com or submit a request through our contact page at prismasell.com/contact. We’ll be happy to support you!

[pre purchase question] can we link payu payment gateway in the payment method to get the payment for the subscription?

Since the latest update today (3.9.2) invoices are not showing up anymore.

Since latest update, when converting a lead into a client, it is no longer showing the checkbox if i want sent login details to that customer or not. I dont want to send to every client converted lead the login details as customer. Can you please return the checkbox that i can choose when i convert a lead to a customer if i want send the login details or not to that customer ?

I wanted to know if everything has to be internal to the system. I wanted a form or page where people just click create a ticket using a form and also could go through the knowledge base outside the system without the need to login?