Sometimes a company will have a name that is 2 combined word, eg: 7 Eleven. Some users might search for this by typing in "7Eleven" which would not be returned by the quick search algorithm as this is searched as 1 search term and would not match ...
Sometimes when trying to following links sent out on emails from the CRM the browser will try to load the tracking links over https instead of http. This can cause issues following the link and prompts the user about potential security issues or S...
Ecommerce URL Structure - ability to edit product and group URLs
The ProspectSoft ecommerce solution relies heavily on the Product Group 'code' or Product SKU to define the URL structure - so if you want to change the URL to improve SEO then you have to make the product or group obselete and create a new produc...
Stripe have raised to a customer that we can implement idempotency to avoid duplicate payments. We should look into this to see what we can do to help. This would be when a customer selects 'pay' on a website
We should add the margin value to the sales ledger monthly view and update this with daily maintenance. At the moment, the only way to see which customers you have the best margin value/profit is to create a report on sales transactions and apply ...
Auto Renaming Description when Duplicating Opportunities and Quotes
When duplicating an Opportunity or Quote it would be great if there was an option in the company settings to rename the description to "Copy - Previous description" so after duplication you know whether you are in the original or the duplicate. Al...
The SEO URl Handle field on a Product Group in the CMS isn't used by the Groups plug-in, as this plugin is client-side and doesn't have access to this data in the CRM. It would be good for the CMS plug-ins to be able to use this data.
Put CMS into Maintenance mode for database reloads
Currently the only database operation that sets the CMS maintenance mode is a workspace upgrade. Other operations such as database reloads should also set the maintenance flag, so CMS sites display the HTTP503 Maintenance page.
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