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Be able to see when a report was last exported & by which user

A customer would like to be able to see when a report is exported to excel & by which user to ensure they can keep an eye on when data is exported from the CRM. Only administrators would be able to see this information.
Guest over 6 years ago in  0

Hide default status flag filter when building new reports

After completing a customer's training they did provide some feedback regarding the default status flag which is always set to not include deleted records. They said this can confuse users & would better to just have this hidden but still appl...
Guest over 6 years ago in  0

Add ability to create contact at the same time of creating a division under existing company

When you create a division under an existing company, you do not have the ability to create a contact at the same time. Usually when you create a division you would like to create a contact under that new division at the same time.
Guest over 6 years ago in  0

Email address automated entry or suggestion

If you have a contact at a division with an email address setup such as firstname.surname@companyname.com it could be useful to have a suggested email address against any contact without an email saved against them, so the system could identify th...
Guest over 6 years ago in  0

Optional Validity date for articles on website

A customer would like the validity date on the article section within the CMS Editor to be optional, as some of their articles they would always like to be on the website. Therefore, they're having to update the date & move it into the future ...
Guest over 6 years ago in  0

Non scrolling section of detail records

A customer would like the ability to pin the available stock figures on the quote line detail panel, so they can see this whilst reviewing the other information on the quote lines.
Guest over 6 years ago in  0

Be able to search country list drop down when entering and address

When changing or adding a new address manually without using the post code look up, there is currently no way to sort the country drop down list or be able to search the list similar to the status drop downs.
Guest over 6 years ago in  0 Already exists

Save Photo taken using the photo upload functionality to mobile devices image library

During a customer's testing of the photo upload functionality it appears that when you take a photo through this option via the CRM it does not save the photo as well to the mobile devices own photo library. It would be handy for this to do so jus...
Guest over 6 years ago in  0

Photo Background Upload Capability

A customer has been testing the mobile photo upload functionality & found it would be helpful if during the upload process it could be done in the background so you can continue to navigate through the CRM.
Guest over 6 years ago in  0

Upload not completing when uploading multiple photos

A customer has been completing some testing of the new photo upload functionality & when selecting multiple photos to upload (in the example provided 4 photos) using 3g/4g signal strength it didn't finish the upload. Is there anyway to improve...
Guest over 6 years ago in  0