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Add a check in the readiness wizard for updating the callback relay URL

[Martin needs to check this info below as I am not sure this will work and we might need a different test??] Check in the CRM database to see if the cashflows keys have been setup in the system options. or if we cant do that look to see if any cre...
Andrew Ardron almost 8 years ago in  1

Add check for HTML in product category web description to readiness wizard

Two customers have fallen foul of the update to block HTML in the product category description. Once we update the plugins to output the specification field as well, it will be super-easy to resolve this problem via a script and a plugin change .....
Andrew Ardron almost 8 years ago in  0

Recalls that are time specific should raise an alert

Similar to an incoming call, a blue box appearing alerting you of a recall you have set for a certain time would be a really useful feature. It would be an 'easy win' and impress people on a demonstration. Currently setting a time on a recall does...
Deleted User almost 8 years ago in  0

Create a Standard solution for "duplicate" handling of leads, problems, contacts etc in Web CRM when we redo status'

We have talked about relating custom status' to standard status' that mean something in our systsem e.g. unqualified, qualified-in, qualified-out, won, lost (and similar for problems ... and for contacts perhaps we don't need anything so complex j...
Andrew Ardron almost 8 years ago in  0

CMS product searching features in CRM

When we implement filtering/variations/product media for the CMS plugin, it would be good to also implement similar functionality in the CRM client to make product searching and product data better.
Martin Clark almost 8 years ago in  0

The ability to see what pages use a layout

Would be useful to see what pages use a particular layout
Martin Clark almost 8 years ago in  0

A new button in the CRM that sets a temporary e-login password for a user and automatically emails it to that user.

Beta Valve, since migrating to Prospect365 have encountered a problem with their current e-login setup. They have some standard CRM documents that pulls through contact ID as the customer's password field and sends it to the customer as their temp...
Alex Smith almost 8 years ago in  0

Sales History Map "filter by Account manager"

It would be very good to be able to filter by account manager on the map as i have areas of mine showing in red but infact the accounts that are down are actually part of our OEM business which is not managed by me.
Guest almost 8 years ago in  1 Will not implement

Track Views and Opens of Web Quotes

Web Quotes are cool - but it would be a relatively tiny development, with huge sales impact if we could track the views and opens of eQuotes (with view and open clicks recorded by the plugin into the CRM just like we see for email marketing clicks...
Andrew Ardron almost 8 years ago in  0

External pages (or the new menu groups) should still allow security zone visibility

Clearly security zones for showing content isn't valid for these types but if you want to hide the whole section or external link from certain visitors you might still want the "visibility" option. This would definitely be useful in house in the c...
Guest almost 8 years ago in  0