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Add handling to view mentions in CRM

Currently when you are mentioned or tagged in a note, the only way you can see this is on the notification email that is triggered. If this is not received for any reason, such as spam filters or previous bounces, there is no way for the user to s...
Guest 8 months ago in CRM App 0

Add a warning prompt when cancelling a confirmed order

Currently once an order is confirmed, you can cancel this which marks the order as cancelled, but does not remove the order from the ERP account. If the user then has to reconfirm this, it will create a duplicate in the ERP. Having a warning promp...
Guest 8 months ago in CRM App 0

Prevent Non Admin Users to change column settings for all users

It seems that all users can save settings for all users and update the company defaults for column settings on quotes etc. Standard users should only be able to change settings for themselves but not change settings for all users - this should be ...
Guest 8 months ago in CRM App 0

Increase Attachement Limit on Outgoing emails

Currently, an outgoing email will only send if the attachments are less than 10MB. Increasing this would improve the experience for our users.
Guest 8 months ago in CRM App 0

Opportunity Pipeline Stages - Pop out text on hover for extra info

would be great if you hover on a pipeline stage there is some text to explain a bit more about that stage and any information required before moving the opportunity to that stage - the on hover popup currently just shows the stage name
Guest 9 months ago in CRM App 0

Sales Order Tab - Search Improvement

When in the Order search tab https://crm.prospect365.com/view/Report/Sales-SalesOrderHeaders the search results only return results for complete order numbers that are in the format stored in the CRM - for example in Access Dimensions my Sales Ord...
Guest 9 months ago in CRM App 0

Guttometer choice of Icon Styles

When adding the Guttometer to Custom panels it would be great if you could choose whether to use the large graphic or just a simple one line eg 25% - it takes up a lot of precious screen space.
Guest 9 months ago in CRM App 0

Choose which stock level we use for Stock Availability when quoting

A customer would like to choose which stock level is used for the available stock when searching for products e.g. a Access Dimensions customer would like the available stock number to just to be free stock. In the meantime we have added the stock...
Guest 9 months ago in CRM App 0

Create Custom Dashboards from standard CRM dashboard components

It would be great to be able to bring elements of the existing dashboards into custom dashboards. or turn off certain elements on the standard dashboard - I'm not keen on the sales rep ranking element so that would stop us using the whole standard...
Guest 9 months ago in CRM App 0

Ability to display Access Analytics dashboards in CRM

Access Workspace Analytics has the ability to consolidate data from many external sources and show them in PowerBI style dashboards - it would be great to be able to show these within the CRM dashboards
Guest 9 months ago in CRM App 0