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Add Year/Date Filter to Specific Month Filter

When you use the specific month filter for a date field within the CRM reports, it just shows results for all Septembers ever. Really it should have a year selector as well, so you can select which September you wish to filter to.
Guest about 4 years ago in CRM App 0 Shipped

Including the 365 YouTube training channel to the help (?) dropdown

Add a section under the help tab to link off to the 365 training channel on YouTube. link: https://www.youtube.com/channel/UC5sbWJVyHItabYx5vjlJqCA/videos
Guest over 8 years ago in  0 Shipped

Change document template list to be searchable drop down

Searchable list. drop down to be your most recent
Andrew Ardron over 8 years ago in  0 Shipped

Make Custom Fields in customiser more accessible

Custom fields in customiser should be more accessible. Custom entities should be common, or we should add a third button on add field/report. Perhaps make them common when they are in-use
Guest over 4 years ago in CRM App 0 Shipped

Basic Data Importer should store uploaded file

The Basic Data Importer parses the file and forgets about it. We should store the file in azure storage so that we can access it again. Beyond that we should display previous imports and their success status to customers and then also allow custom...
Guest over 4 years ago in Admin Portal 1 Shipped

Change Email / Mail Subscription Flags

Remove the "Fax Flag", "Opt-in" and "Swap Flag" from the UI (and make advanced in the report designer). Rename "Mail Flag" to "Physical Mail Flag" Make the "Physical Mail Flag" a toggle of "Unsubscribed/Subscribed" Make the "Email Flag" a drop dow...
Guest almost 5 years ago in CRM App 0 Shipped

OData email address or primary key duplication should return 409 conflict

Attempting to duplicate an email address should return a 409 conflict response instead of a 500 error CRM already handles these issues via 500 error message processing but it would reduce monitoring noise if they were not reported as service sid...
Guest almost 5 years ago in  0 Shipped

OData database permissions errors should return 403

We should update odata database permissions errors to return 403 and have the crm handle 403 with an appropriate toaster message rather than the unexpected error message
Guest almost 5 years ago in  0 Shipped

Automatic recovery for common orchestrated import failure scenarios

Many orchestrator failures are simple to fix, we should add a system to the pusher that picks up failed profiles and tries to recover them based on their last error. For example, a database connection error can simply be retried a period of time l...
Guest almost 5 years ago in  0 Shipped

Add PriceList Price dropdown to price field on quote

In trade gecko, when you click into the price field you get a list of pricelist prices shown in a dropdown that you can pick from for the product. I think this would be a cool feature to implement ourselves, especially for Trade Gecko as it would ...
Guest almost 5 years ago in CRM App 0 Shipped