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Overwrite PDF files

There is no way to overwrite a PDF file, or hard delete one from the CRM. It would be good to be able to remove a PDF by overwriting it with a blank one in the CRM
Guest over 2 years ago in CRM App 0

Manage Attributes in the CRM System setting in 'Integration' category

The system setting 'Manage Attributes in the CRM' is in the 'Integration' Setting category, when it would make more sense to be in the 'Product & Stock' or 'Sites' system setting.
Guest over 2 years ago in CRM App 0

When displaying Date Created in Reports, Display the actual date instead of x days ago

When a problem has a old date, 6 days ago or 12 days ago, is not much use, it would be better to display the actual date.
Guest over 2 years ago in CRM App 1 Already exists

Deleted records should be readonly

They are deleted so you shouldnt be changing them The delete action should also close the record that you are deleting and not perform any validation (e.g. dont prompt for recalls)
Guest over 5 years ago in CRM App 1

drag and drop emails in the activity stream with preview

different team members us the functions differently but with our process our emails are normally just over the save to CRM add in function thus we loose the attachments, thus drag and drop covers this issue, but the down side is the preview email ...
Guest almost 3 years ago in Other 0

Warning when removing the last global admin

Add a warning, or an inability to remove the last Global Admin. The only Global admin is able to disable or unlicensed their own user, making it so that no one is able to access the Admin portal for that profile.
Guest almost 3 years ago in  0

Discount Matrix not visible from Prod Item

In our system, discounts & special pricing are managed by Pegasus Opera. There is no way to generate a report of the Proditem Table that will show the discount matrix ID assigned to that stock code? There are many reasons that this is needed. ...
Guest almost 3 years ago in CRM App 0

Set order date for Sage 50 for forward ordering

A customer would like to set the order date to a future date rather than today's date when confirming an order from Prospect CRM into Sage 50 for forward ordering. Currently you can just set the despatched date rather than the order date.
Guest almost 3 years ago in Sage 50 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 almost 3 years ago in Admin Portal 0

Contact pop up on incoming call

An integration where an incoming call brings up the contact details for the account. This would make it easier to respond to enquiries as the data would automatically load.
Guest almost 3 years ago in Integration 0