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Admin Portal

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View companies by location on a map

We often need to find our customers/dealers by location. It's never straight forward and usually filter via postcode or address line. It's not the easiest, quickest or most reliable as could be close but in a different postcode zone or have the ar...
Guest about 3 years ago in Admin Portal 3 Shipped

Financial year option

not all companies work on a calender year, can we have the option to display data on a financial year range so all our business data aligns
Guest over 2 years ago in Admin Portal 1 Shipped

Organise Reports

To Find and locate reports easily - could the Reports be organised in Alphabetical order both in Shared Reports and My reports
Guest over 4 years ago in Admin Portal 1 Shipped

Change parent- Adding a division to a group without having to duplicate and delete company groups

We want to be able to add a division to a company group, without having to convert it to a company group and then delete it. You could add a division to any company group using change parent in the old prospect and now you have to do all this dupl...
Guest about 3 years ago in Admin Portal 1 Shipped

Disable merging of company groups in data importer

There is a scenario where: The company group names are the same (but arent the same business/organisation), eg:Schools like "St Johns" or pubs like "The Red Lion". In the data these have the same company name, but different addresses. So, the data...
Guest about 3 years ago in Admin Portal 1 Shipped

Minimise the chat screen

the ability to be able to minimise the chat screen rather than have to close and go back in to find again especially if someone is advising step by step how to do
Guest almost 2 years ago in Admin Portal 1 Shipped

Add search bar to merge fields

At the moment you have to manually search for merge fields but by adding a search bar it would save time and allow you to be more efficient
Guest over 2 years ago in Admin Portal 0 Shipped

Freeze brand names in Magic Matrix

As you can with Excel, it would be really handy if you can freeze the brand names at the top of the display so they're still visible as you scroll down the customer list to accurately identify the opportunities for each of our customers.
Guest over 2 years ago in Admin Portal 1 Shipped

Basic Data Importer should store uploaded file

The Basic Data Importer parses the file and forgets about it. We should store the file in azure storage so that we can access it again. Beyond that we should display previous imports and their success status to customers and then also allow custom...
Guest over 4 years ago in Admin Portal 1 Shipped

Add links to Documentation on Data Import page

It would be useful on the Import page (as well as other Admin pages) to add links to the relevant guides, to ensure mistakes are not made.
Guest over 4 years ago in Admin Portal 0 Shipped