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Ability to Pin the Tasks so they're always visible

in version 6 it was possible to always be able to see your list of tasks (recalls), it use to be pinned to the right hand side. This is not possible in 365, and you have to keep clicking the bell icon to see them. Would be handy if there was an ar...
Guest almost 3 years ago in CRM App 0 Good idea awaiting more votes

Enhance the report builder to allow for reports that use the contact level to add to campaign activities.

I think the report builder should be enhanced to allow for reports that deal with the contact records to be able to be added to email marketing campaigns. We have had an example of someone doing a report using the report builder to allow for custo...
Guest over 5 years ago in CRM App 1 Already exists

Unleashed updated their system last summer so that products on assembly can be read via API to include assemble by date. This is the equivalent to products on purchase having a delivery date. Is it possible to have this information pull through to Prospect?

Gives the sales team visibility of when out of stock products will be available again. This will also save admin time creating manual spreadsheets by our purchasing team to communicate eta information to our sales team. Also very useful informatio...
Guest almost 3 years ago in Unleashed 0

Stop reverting to page 1 of product groups after product reordering.

I have product groups that have multiple pages of products (e.g. in excess of 200 products in one group). I want to reorder 20 products on page 4 of a product group. Every time I move a product to a new position on page 4, the page reloads to page...
Guest almost 3 years ago in Product Management 0

add field sum to report groups

Currently when adding a report group you get a count of lines, it would be useful to have the option of field sum instead of line count.
Guest over 5 years ago in CRM App 2 Already exists

Create Access Dimensions Account with Contact Details

When using the "Create Access Dimensions Account" it should pull through the Contact Name, Telephone Number & Email Address.
Guest almost 3 years ago in Access Dimensions 0

Report to see completed Tasks

The Task List Report allows an admin user to see the Tasks that a user has outstanding, but it is not possible to run a report currently to see a list of Tasks that have been completed.
Guest almost 3 years ago in CRM App 2 Planned

Problems, Service, add pipeline view

We have two company pipelines under Problems service, workshop job and support. Is it possible to add links under Problems Service to display only those items from the selected pipeline ?
Guest almost 3 years ago in CRM App 1 Already exists

Access to Logon to prospect via a shortcut url, instead of going to prospectsoft and clicking logon link

No description provided
Guest almost 3 years ago in  2 Already exists

When in Service, Problems, have an option not to show popups for the company that appears in the quotes/sales view.

The company uses pinned notes to display details for a customer such as "rural delivery" "cash account" or something similar. Have the option to suspend viewing of these popups as they are not relevant to a user who is only using the Problems sect...
Guest almost 3 years ago in  0