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Amending the Basic Data Import template to include contact preference flags and contact source.

https://admin.prospect365.com/DataManagement/DataImport/Import.aspx We need to update the instructions for the columns on this page. We also need to update the template to include the new columns. The importer also needs to import these new colum...
Guest almost 7 years ago in  0 Shipped

Unlinking of Upsell items

Allow Upsell items to remain if main item is deleted allowing quotation for accessories only
Guest over 3 years ago in CRM App 1 Shipped

Shared Reports is showing private reports

In the new report layout, Shared Reports is showing all reports, including ones that are mine but I haven't made public. This should be changed so that Shared reports only shows public reports.
Guest over 3 years ago in CRM App 1 Shipped

Account Manager restrictions for shared accounts

A customer has a handful of accounts that have a key account manager but other account managers still need to be able to see these accounts as well. With the current account manager restrictions you can only view your own accounts. There would nee...
Guest over 3 years ago in CRM App 1 Shipped

Quote Grouping - The Default Subtotals should show net of VAT / Tax

If VAT is irrelevant to a client (ie, they're a trade buyer that will reclaim rom HMRC any VAT paid), then VAT - if shown at all - is only shown in the Quote total. The line totals are all shown net of VAT - but the Group totals can ONLY be shown ...
Guest almost 4 years ago in CRM App 3 Shipped

Ability to merge two companies to a company group with two divisions

If I have a single company entity and I want to change this into a division, I first need to convert the single company into a company group and then reassign the division that is created for the new company group to a new parent company group. Th...
Guest almost 4 years ago in CRM App 0 Shipped

Improve loading time of product images

At the moment, product images and category images are cached on the browser however there is more that can be done to make images load faster. Implement CDN so that caching is also centralised and shared between users/site visitors
Andrew Ardron about 8 years ago in CMS Sites 0 Shipped

Have an "Add new" button to the mini menu plugin

Allow users to add more than 8 mini menu items by adding a "add new ___" button as seen in the Team Members plugin
Guest about 8 years ago in  0 Shipped

Specify email signature per document template

It would be really usefull and save a mouse click or two if we had an option to determine which signature to use with which document template.
Guest about 4 years ago in CRM App 1 Shipped

Set Unleashed Sales Person when Creating Sales Ledger via CRM

Unleashed customers would find it useful to set the Unleashed sales person when creating the customer account via the CRM.
Guest about 4 years ago in CRM App 0 Shipped