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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 almost 6 years ago in Admin Portal 0

Allow for reporting for a fiscal year

A number of customer prefer to do their sales analysis reporting over their fiscal year. It would be handy if we could have a filter option for 'Current Fiscal Year' and 'Last Fiscal Year' so that we can build general reports and tiles based on th...
Guest almost 6 years ago in  0

Report filters should allow custom ordering

When a report (ie. a customer created report in the "Shared Reports" section) has saved filters, the creator of the report should have the ability to order the filters. Example, after the report is created the person realises they missed the most ...
Guest almost 6 years ago in CRM App 1

Provide full division name (not truncated) in CRM breadcrumbs

A lot of customer have their division suffixed with a value to help with identifying certain features (branches, zones, delivery options) and when viewing a child of the division the breadcrumb trail truncates the division name making it difficult...
Guest almost 6 years ago in CRM App 1

Make it more apparent when an email address has bounced

If and when an email address bounces in Prospect 365 e.g. an email marketing campaign was sent out through CommuniGator and the email address in the CRM is in fact incorrect, it would be great if the email address field in the CRM could indicate t...
Guest almost 6 years ago in CRM App 0

Refresh Xero data button on invoice

It would be useful to have a button to press to refresh information such as the paid flag on an invoice in Xero. This could be accompanied by a date at which the data was last updated as some fields get imported hourly and not instantly.
Guest almost 6 years ago in Integration 0 Already exists

Multiple Email address's

Within our contact level, we can only add 1 email address, with the nature of our business we can have multiple email address and it would be useful to be able to add them all in to that box.
Guest almost 6 years ago in CRM App 0 Already exists

Copy Quote functionality clunky and requires uneccessary clicks

I think there are 2 points here. 1) When copying a quote you can type in a quote number and click tab to bring up the search screen, however the search screen uses the top most previously entered quoteid to return the lines to copy. If you click e...
Guest almost 6 years ago in  0

Create Contacts from Company Level

It would be great if you could create a contact directly from Company level, and then select which Division you want them to be created under.
Guest almost 6 years ago in  0

List leads within main search by created date

When searching for records a customer would prefer to see the most recent leads at the top of the leads section on the main search.
Guest almost 6 years ago in  1