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Multi Line Order Entry UX improvements - Pack products

When using Multi Line Order Entry where the products you're adding have pack sizes set in Prospect you have to use the toggle to select 'New Pack' and then when you press Add or Add and Close you get presented with a new window where you set the Q...
Guest over 5 years ago in CRM App 0

Multi Line Order Entry UX improvements - using arrow keys to change row/field

It would be a useful UX improvement to the Multi Line Order Entry window to be able to use the arrow keys on the keyboard to change the row that you're on in that window (up/down) or change the field that you're editing (right/left) which you can ...
Guest over 5 years ago in CRM App 0

Make it more obvious when Basic Data Import Fails

Sometimes the Basic Data Import fails due to missing information such as the marketing preference flags. The basic data import does helpfully state this in the error message but it doesn't make it clear whether the import has failed entirely or ju...
Guest over 5 years ago in CRM App 0

Import Contacts without forename using basic data importer

A customer has been trying to import a list of new contact information & some of them didn't have forenames. They would find it useful to import contacts without a forename, especially if the newly imported contacts are for calling purposes or...
Guest over 5 years ago in CRM App 0

Include total recalls in notification number

In the top right-hand corner of the CRM you have your recall list & it will notify you how many recalls you have for today. In the screenshot this is 2. However, when you open the recall list I have two for today but also one overdue. It would...
Guest over 5 years ago in CRM App 0

Choose which hierarchy level urgent message shows

When we look at developing the urgent message functionality within the Prospect CRM, we should allow the admin user to configure where the urgent message shows e.g. at quote level or/& at contact level.
Guest over 5 years ago in CRM App 0

Total Sales & Total Quantity Sold within a period for each product

A customer has been trying to create a report which showed the total sales value & total quantity sold within a particular period for each of their products. They have been able to create a report using sales transaction but this shows individ...
Guest over 5 years ago in CRM App 0

Exclude Dormant Records from Main Search or Particular Company Types

Some of our customers have lots of historic data & have marked these historic customers as Site Closed within the company type rather than deleting. The reason why they'd prefer not to delete these records is because they sometimes have custom...
Guest over 5 years ago in CRM App 0

Dashboard for Today's Leads

It would be useful to have a dashboard report to show today/this month's leads in a list format like the recall list rather than just showing as a report tile. Then you can just view all open leads for this month or today's date straight from the ...
Guest over 5 years ago in CRM App 0

Remove Mail Merge Documents from Activity Section

A customer who regularly uses CommuniGator would like the option to be able to remove the mail merge document record from the activity section. They find that the mail merge document can clutter the activity section which could contain important n...
Guest over 5 years ago in CRM App 0 Already exists