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Track the history of content sets in the cms editor

There is currently no way to check the history of a content set. You can check the history of the content within the content set, however if you choose to delete it rather than clear the content you have no way of getting the history.
Guest over 5 years ago in CMS Editor 0

CMS Improvements - File Cache & Check In

File Cache - the 'Overwrite if already exists' option could be removed. Instead, if someone tries to upload an image with the same name, it could say something to that effect. At the moment, you have to remember to press that otherwise it will err...
Guest over 5 years ago in CMS Sites 0

Pass Sales Person to Xero when confirming orders/quotes

When you confirm a quote in the CRM the quote lands in Xero as a draft invoice. It seems the sales person isn't passed across to Xero with the quote. It would be nice to implicate this feature in future versions.
Guest over 5 years ago in Xero 0

Enhance the STCRM add-in to handle : wasProxySuccessful in response.

Rarely some customers get an issue with using the STCRM on 365. Only showing a message stating an error has occured. Devtectives have found the following while looking into the issue shown in the screenshot: https://github.com/stephenegriffin/M...
Guest over 5 years ago in Integration 0

Restrict who can Create a product

Some customers do not want every user to be able to setup new products. Would be nice if we could either confirm a list of users who can or this was a permission.
Guest over 5 years ago in  0

Setup fields that need to be filled in before being able to confirm orders

Some processes require fields to be filled before being able to confirm an order. e.g. Customer order Reference We could make this mandatory currently with the customise options but this would be prompting all of the time. it would be nice i...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

Unleashed Integration; First name and Surname.

A customer has notice that the first name and surname doesn't get passed to Unleashed when confirming an order. It would be good to pass these details across to Unleashed for an easier comparability between records In Prospect; and records in Unle...
Guest over 5 years ago in Integration 0

Option to auto expand top group or all groups on a grouped report.

For display purposes group reports work well. However it would be nice if you could have the option to either expand the first group or all groups.
Guest over 5 years ago in CRM App 0

Storage area for email signature images

Currently we have the option to re-size an image for an email signature using styling. This is not compatible with all email clients - so sometimes the images will come through their original size. Advice is to make sure the image is the corre...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

User Permissions for the product creator

A customer would like to start using the product creator however they wouldn't want all users to be able to create products using the product creator. The reason why is that only certain people within their organisation can create products so they...
Guest over 5 years ago in CRM App 0