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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

unable to view source in the email template editor (7.02.43)

We have found that you are unable to view the source in the email template like you can on the notepad editor in the CRM in version 43
Guest over 5 years ago in CRM App 0

Add option to reduce size of Next Action/KPI buttons/tiles

The Next Action/KPI buttons/tiles are very large given the amount of information that they normally contain and are mostly empty space that ends up causing pages to be more spread out than necessary. It would be useful to be able to change the s...
Guest over 5 years ago in CRM App 0

Move CSV line add to it's own customiser object

It would be useful to be able to remove the add to quoteline via CSV functionality for users that didn't want this. Currently this cannot be done without removing the summary as well.
Guest over 5 years ago in CRM App 0

Add units to Barcode Generator

Currently the barcode generator displays Width and Height but not the unit of these. It would be useful to know what unit these are being measured in so that users have an idea of the size the barcode is that they are generating.
Guest over 5 years ago in CRM App 0

Add preset label sizes Barcode Generator

When printing a barcode it's likely that you would print it on a standard label size. As such, it might be useful to have a drop down that contains standard label sizes that a user could select and generate a barcode of that size.
Guest over 5 years ago in CRM App 0