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Prompt for or easily see status detail

The status detail is used by lots of customers and is really useful. However, unless you are changing a status it can be a little tricky to see and remember to change it, for example the staus might not change but the detial might. I think with pi...
Guest over 6 years ago in  0

Contacts added to Campaign Activity notification appears too early sometimes

The notification that pops up on the top right of the CRM when someone has added contacts to a Campaign Activity can sometimes pop up too early i.e. when not all the contacts have actually been added yet. Maybe adding a notification saying that 'w...
Guest over 6 years ago in  0

The Company type colour should appear on reports

Airflow use the colours a lot and would like for them to display on reports, it would be good if they displayed automatically so you can see what company type each line comes from. e.g. a report showng a list of leads can show if they are 365 or v...
Guest over 6 years ago in  0

Change Parent doesn't log change

the old desktop app would log a note indicating when the parent of a record would change. This is quote useful. Please can it be put into CRM
Guest over 6 years ago in  0

News page on dashboard

Can we get rid of the date, gives the impression we haven't updated anything since January.
Guest over 6 years ago in  0 Will not implement

Mark Division Record as 'In Active'

It would be good to have an option to mark a division as 'In active', like marking a contact as 'left company'. This will allow divisions to be still be accessible even if they are no longer actively used. This will avoid losing key data that has ...
Guest over 6 years ago in  0

Update internal GLOBALINCLUDES scripts

I found recently the jQuery in our global includes folder is a really old version and doesn't work with some of the new .NET plugins. You can disable the built in jQuery with data-psnoautojq="true" Link to external Jquery CDN and use the above fla...
Guest over 6 years ago in  0

Com Toolkit tester

We used to have a utility to test COM Toolkit that vanished. Some useful features for whoever rebuilds it: Pulling out pricing based on prodref/ledger/group Retrieving stock levels per warehouse Returning a list of all products / ledgers ( to see...
Guest over 6 years ago in  1

The ability to have filtered webhooks

it would be quite useful to be able to filter the webhooks to have them fire in more specific scenarios. An example of this would be instead of problem creation firing a webhook, we could get it to fire when a problem of a certain type is created.
Guest over 6 years ago in  0

Option to create filecache when creating new site on sign-up

If you set up a new site you have to go and create the filecache. Would be nice if you had this option when picking the template so you don't have to remember to go back and do it.
Guest over 6 years ago in  0