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Prevent tab key from tabbing when in notepad/editor

Currently pressing tab will change the focused item in Prospect. Tab is commonly used to move things or adjust spacing and as such people might use tab within the editor. Within the notepad/editor we could change the behaviour of the tab key so th...
Guest over 3 years ago in CRM App 0

Ability to show more note entries on the activity feed

At the moment only 50 entries are shown on the division, allow a system option to show furtherentries if required.
Guest over 3 years ago in CRM App 0

Add a document page to Campaign Activities

Airflow would find it useful to have the ability to store documents agaisnt campaign activites to refer back to
Guest over 3 years ago in CRM App 0

Ability to resequence quote lines by numbering

At the moment you can drag and drop to reorder lines within the quote, however the ability to use numbers to reorder the lines would be benefical to some customers, similar to how this used to be managed in version 6
Guest over 3 years ago in CRM App 0

Ability to stop people replying to recall email notifications/add bounce back

Airflow are finding that users are replying to a recall via the recall notification email rather than in the CRM. They would like the ability for this to not be possible or to send a bounce back email following the reply being sent via email
Guest over 3 years ago in CRM App 0

Tag in Mailchimp - Manage Tags

When the customer is using the Tag In Mailchimp option in Prospect CRM. The pop-up window is showing a list of Tags that have been previously used. At the moment there isn't an option in the system that allows users to remove Tags. There should be...
Guest over 3 years ago in  0

Import customer reference for Unleashed Sales Invoices

The CRM Unleashed integration does not import a customer reference from the Invoices endpoint. This causes the field to be "lost" when an order is progressed to invoice. We could look into a way of requesting this from Unleashed, or if not accessi...
Guest over 3 years ago in Unleashed 1 Unlikely to implement

Extended description email table line break

When the extended description field is enabled on a quote the line break formatting is shown in the document quote table. In the email line quote table the line break formatting is not shown. This results in the extended text being on a single lin...
Guest over 3 years ago in CRM App 0

Turn Product Category Filter to Multi-select Drop Down

Currently the product category filter is a free text filter but it would be better as a multi-select drop down so the user can select multiple categories when filtering. E.g. you may wish to get a list of sales transactions which products are in t...
Guest over 3 years ago in CRM App 0

Setting for Products to require acceptance when importing

When a product is imported to the CRM it immidiently is available in reports, searches etc. A Customer has suggested a setting of field so they don't automatically appear on reports until we have accepted them as a new product. Quarantining produc...
Guest over 3 years ago in CRM App 0