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Add hover descriptions for icons when hovering over them.

I had a few colleagues highlight that with many icons, it is impossible to know what they are until they are actually clicked. Often, on other platforms, if you hover over an icon a short description pops up, which can be very helpful, especially ...
Guest over 6 years ago in  0 Good idea awaiting more votes

Changing a users password in the Online Page- Not obvious the change has been successful

When changing a users password in the online tab against a contact, it is not obvious if the change has taken affect or not once you click set password. There is no confirmation and the 'set password' button remains greyed out. If you refresh the ...
Guest over 6 years ago in CMS Sites 0

Export Reports to PDF

A customer has now moved to Prospect 365 & noted it would be handy to have an export to PDF from the reports built using the report builder instead of just sending to excel.
Guest over 6 years ago in  0 Unlikely to implement

Change locale override for Account Manager User Code to save report space

When outputting account manager user code on a crm report, the column title return is 'Account Manager User Code' and the out put values are just the initials of the user. With the column width so large because of the title is consumes a large amo...
Guest over 6 years ago in  0

Customer order ref to be included in Quote search

It would be good to include the quote customer ref when performing searches on quotes so they can be found easily with that value
Guest over 6 years ago in  0 Already exists

Improved Error Handling for Bulk Updater

If an bulk update fails a message appears in the top right of the screen. However, if the user goes away from their PC or to another screen whilst the updates are running it is possible to miss this message. If the update fails it goes back to the...
Guest over 6 years ago in  0

Add Lead address to choice on order confirmation

Now that an address can be created on an opportunity, it should be one of the options to choose when creating an order.
Stuart McLaren over 6 years ago in  0

Allow larger bulk updates (beyond 1000 records)

When using the bulk update tool if the data is across multiple pages the bulk update will only do a certain amount of rows. I did an bulk update for a customer and 2699 required updating. I had to run the updater three times in order to update all...
Guest over 6 years ago in  0 Already exists

Integration with Whatsapp

We would like to send order confirmations, messages etc through Whatsapp, facebook, twitter etc eventually, especially if we can get to an order tracking system for order updates for the customer.
Guest over 6 years ago in  0

Move functionality on Role Filters in Campaign Activities not clear

When I've demoed Email Marketing in 365 to customers (or showing people in-house), the move icon/dots on the right of the roles is still not as clear as it could be. It's definitely clearer than what it was in v6, but still don't think it's obviou...
Guest over 6 years ago in  0