CRM should show better error when selecting from a table where you don't have permission
Currently you just get an error has occurred and a 500 in the network tab.
We should display the actual error 'Permission denied: you do not have permission to select from {Entity}'
Customers may want to review and report on the amount of Upsell products which are being selected to add to quotes/sales orders, or even see the value that Upsell products are generating for a business. It would be great to have the ability to rep...
Message Sender is proving to be unreliable and there is no real reason for us not to send the messages directly.
This will reduce the load on Message Sender and should hopefully make it more stable again for services like the CMS.
Filter pipeline list when creating Lead Quote mashup
Currently when you create a Lead Quote mashup, you get to select a Pipeline from the dropdown and this shows all pipelines that are configured.
However, to be able to confirm a Lead Quote mashup into the accounting system, you have to select the r...
In the About Me section of the CRM in the Recall Settings area, it lets you set a limit, but doesn't say anything about the timeframe.
It ideally should say Enable XNUMBER per day (or add something into the explainer text to say 'set a maximum num...
Looking at a purchase problem in our in-house CRM, I noticed that there are at least two multiline empty text boxes, one of which (Technical Description) is making me scroll down to see the activity history. Should we not collapse these empty text...
Ability to choose contact's email address if more than 1 in system for Email Marketing
For example - when customers/trialists sign up to a Webinar, I send out a follow up email after the session with the recording. However, the email address they use to sign up for the Webinar isn't always the same as the one that is in the CRM. Not...
In our product we now have a lot of menu's and navigation options.
I think we can simplify a small part of the navigation fairly easily
First of all, we can merge the platform, apps menu with the main app menu. In this video you can see that we al...
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