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"In use" rather than "obsolete"

When we move the admin tables from the CRM to the admin portal, can we change the "obsolete" flag to being a positive "in use" flag instead (just reversing the value in the UI rather than changing the database ... although if we wanted the databas...
Andrew Ardron over 8 years ago in  0

allow a user to request new roles

It would be ideal if a user, who doesn't have a given role, could request it. Just like in sharepoint where you can request access to a file.
Andrew Ardron over 8 years ago in  0

Notify a user when their roles are changed

It would be great to notify users when their roles change via email - so that users know when their administrator has given them CRM or product manager rights. they can then go and do whatever it is they wanted to do in the first place
Andrew Ardron over 8 years ago in  0

Keep a log of each use of "Data Management" tools

The new data managetment tools are great. but there is a risk of customers making changes and then another user/manager complaining about the data being changed. It would be much better if all admin users could see what other admin users have done...
Andrew Ardron over 8 years ago in  0

CRM popup warning to warn CRM users when using a duplicate customer PO reference

Is it possible to have propspectsoft show a dialogbox to confirm the reuse of a PO number against the same customer. For example… Please confirm you wish to raise an order against this PO number AGAIN? Yes / No. This warning would probably stop du...
Guest over 8 years ago in  0

Add an "Active" flag to various items in the CMS

In the product manager you can mark groups as inactive. You don't have to delete them and so making them active again later on is pretty easy. Various things in the CMS could benefit from a similar flag. In particular: redirects so that you c...
Andrew Ardron over 8 years ago in CMS Editor 0

Contents sets vs Templates

When adding new content through Content Sets we should have the option to add or to replace the existing content. Not sure if it is a bug or a misuse. Nevertheless just highlights the lack of clear instructions in how to use the Content Sets
Guest over 8 years ago in CMS Editor 0

Add User Definable Fields to Contacts

When setting up an email campaign it would be useful as an aid to targeting specific contacts to be able to search user defined fields within the contact. For example when creating an email campaign for machinery User Defined field 1 could be set ...
Guest over 8 years ago in  1 Already exists

Notify Administrators whenever a new administrator is setup

Zendesk does this and seems a nice safety feature. Here is a sample email from them: This is an automated message from Zendesk to keep you informed of major changes made to your settings. A new admin user has been added to your account by Andrew...
Andrew Ardron over 8 years ago in  0

It would be great if at the contact level, you could delete a campaign from that contact record on the campaigns tab

It would be great if at the contact level, you could delete a campaign from that contact record on the campaigns tab instead of having to go to the campaign and searching for the contact and deleting it that way. As you can add that contact to a c...
Guest over 8 years ago in  0 Already exists