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Give the support elevated user the ability impersonate on customers websites by default

To stop us from asking for the details for customers of clients on website related issues. The ability to impersonate customers in V7 would be a great benefit.
Guest over 6 years ago in  0

Enable an important note summary option

We should build an option where an important notes summary could be put onto a page. This for example could be on a division level to summaries all of the starred notes against any record beneath them. You could have the same on contact as well.
Guest over 6 years ago in  0

Missing image report to have different search criteria/export options

Currently the Missing Images reports in product manager only show the top 1000 products that are missing images based on some limited criteria. It would be useful for this to be able to report on additional things like if the product was stocked....
Guest over 6 years ago in  0

Include page links to external software such as Sharepoint

A customer thought it would be helpful to be able to have links to external software such as Sharepoint or Word from within the CRM, such as along the side bar where the reports are featured.
Guest over 6 years ago in  0 Will not implement

Blue pencil to show in different colour when upsell link is available

A customer who uses the upsell manager within V6 are used to the plug-in popping up when a product which has an upsell link is added to a quote. Therefore, within the web UI they were saying it would be useful for the edit product pencil icon to s...
Guest over 6 years ago in  0 Will not implement

Remove extraneous data in house number PCA search

In Web UI if you do a postcode search when filling in delivery addresses and the PCA Lookup returns a street name but no building name, the second drop-down is used to pick the house number. This is not immediately obvious as the dropdowns are alm...
Guest over 6 years ago in  0

Link lead entity with Spoke History entity- Report Builder

When creating some reports for a customer, I noticed that if you start with the Spoke History entity you cannot then link to leads, only contacts instead. Some of our customers use the spoke types to report on the notepad entries against a lead so...
Guest over 6 years ago in  0

HTML Forms with Recaptcha Plugin - Send Email

In light of our recent failing of the pen test, we need server side validation for recaptcha forms on our sites. Could we implement a new plugin which would allow for this server side validation?
Guest over 6 years ago in  0

Add a button into Prospect 365 CRM that takes users to the CommuniGator SSO log in page

This used to be available in v6 - users could press a button called 'Wow Analytics' and they would be taken straight into there. CommuniGator now has a new SSO sign in system where users can access all their products, including their email marketi...
Guest almost 7 years ago in  0 Will not implement

Report Builder - starting from 'Contact' for a Campaign Activity is not obvious enough

I think it needs to be clearer in the Report Builder that if you're building a Report which is then going to be used/added to a Campaign Activity, that the user needs to start from 'Contact'. It might seem obvious to us, but I don't think it reall...
Guest almost 7 years ago in  0