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Admin Portal

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Templates for Activity

Ability to select a template for activity feed. Similar to templates for email it would be good to have some specific templates for activity where after a sales visit certain info was recorded or after a phone call particular info was added. This ...
Guest over 2 years ago in Admin Portal 0

General Notice Board for all company users

Currently, users can only communicate through a customer account. To have a general noticeboard for non-account specific announcements would be useful. We are aiming to keep all communication between the office and our sales reps in the one place.
Guest over 2 years ago in Admin Portal 0

A list to show all active and expired PAT and who generated it

PAT offer a way for a knowledgeable user to download data from the CRM leaving no record of their activity. having a list available easily to Admin would allow them to monitor new PAT being generated. Showing the expired PAT would allow a chance t...
Guest about 4 years ago in Admin Portal 0

Roles Menu on the admin user portal is not clear

The roles section under a user on the Admin portal is not very clear as it makes mention about the desktop client even for users who make use of the WebUI. The sorting of the options is strange with the ability to be a crm user being indented when...
Guest over 5 years ago in Admin Portal 0

Library of URLs

It would be useful to have a library of URLs in Prospect CRM so that you can insert one into any email you are drafting. Our brochures are hosted in Google Drive and too large to attach so to be able to insert a URL would be really useful.
Guest 9 months ago in Admin Portal 0

Enable Closed tasks reporting

We need to run a report for our Customer Service and Sales teams on the number of CLOSED tasks for a designated period (usually a week or a month).
Guest over 1 year ago in Admin Portal 0

Move the 'Related' table to the Details section on a Problem

I would like to be able to see right away which problem relates to which on the main screen. We should be able to customise the problems more by moving tables where is most convenient for us as users.
Guest over 1 year ago in Admin Portal 0

To be able to merge problems which allows for activity to be merged too

To be able to merge problems and activity will be moved into the chosen problemSame with customers or companies, you should be able to merge. Deleting contact and only being able to 'move children' is not helpful when there is extra information in...
Guest over 1 year ago in Admin Portal 0

Ability for admin to update user photo

unable to upload user photo as an admin
Guest over 2 years ago in Admin Portal 0

Ability to change a customised field to a different type of field

I had added a customised field to the problem section. I then wanted to change a text field to a memo field to allow more visibility and text but this was not possible which would effect reporting efficiency, deleting historic info etc
Guest over 2 years ago in Admin Portal 0