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Pin quick create global records per user

In the top bar now you can have icons shown outside the (+) button, we should have a little pin on each of the items in the list to allow pinning/unpinning per user.
Guest over 6 years ago in  0

If you have 2 separate recalls for the same person, but regarding different things, a note should pop up

Sometimes I call a customer to discuss one thing, hang up, then realize I have another recall for the same person however to discuss another thing. There could be a note or something that pops up, letting you know that you have another recall for ...
Guest over 6 years ago in  0

Bulk Updates - Show Progress

Currently it doesn't show progress when doing bulk updates. Showing progress would improve the user experience. Prevent refresh or ensure this doesnt break the import. Possibly do something like the Aha bulk update that keeps track in a "backgroun...
Dan Bryant over 6 years ago in  0

Show the max avialable wherever we show the qty available and next due data

some of the data here doesnt match up, but that;s logged seperately. The main suggestion here is that i can find the max avilable in the report builder, but we should show the max avialable wherever we show the qty available and next due data : ...
Andrew Ardron over 6 years ago in  0

Generalised solution for Delivery / Consignement Tracking

Various customers have plugins (CRM or CMS) / tabs / hyperlinks / dodgy custom lookup lists etc all configured in different ways to allow delivery / consignment tracking links from CRM and eCommerce sites. We should come up with some uniform way t...
Andrew Ardron over 6 years ago in  0 Good idea awaiting more votes

Merge field search on document creation

To make it easier to find and select the required merge field when creating a standard document/email, it would be useful to have a search filter.
Guest over 6 years ago in  0

Drag and Drop documents into notepad

I find myself going to drag a document into the CRM but forget to go to the documents tab. As these documents do actually appear in the activity stream (Notepad) I though it would be good to be able to drag and drop into the notepad and it will ad...
Guest over 6 years ago in  0

Combine Preference Centre filters into Campaign Activities

We will have our Preference Centre launch in-house soon as PB has created the fields in the CRM for this - this means that when on a report, we will be able to apply a filter to the report to only include contacts with specific contact preferences...
Guest over 6 years ago in  0

Display eMail Template Type within Document Type Description

A customer has noticed that any emails created using the email templates within the web UI & sent via the ProspectSoft service, display as 'Email' rather than the email template name. It would be useful for the type description to show the tem...
Guest over 6 years ago in  0

Web page embedded in CRM pages

We have just added the ability to have web pages as dashboard items. I have had a request by a customer to also be able to do this in detail pages on records.
Guest over 6 years ago in  0