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Ability to disable "edit" on notepad

Originally requested from LTT. I can see this being an issue for our customers as it is currently possible to edit a notepad entry without any traceability. Having the ability to prevent users from editing the notepad will be useful, or alternativ...
Guest over 6 years ago in  0 Shipped

Create searches for specific entity types (like company, contact, etc) via the left-hand navigation

Various UX feedback shows that lots of users will click on the left hand menu to find a contact, or get a list of contacts - because they dont know where to go, they see the contact icon on the left and are drawn to it. So, before the reports, we ...
Andrew Ardron over 6 years ago in  0 Shipped

Campaign Activity Splitter Functionality

The ability to take a campaign activity with a list of contacts, and split it into several new activities (leaving the original). Useful & currently used options are: 1, Split into x activities 2, Split into lists with x contacts on each list ...
Stuart McLaren over 6 years ago in  0 Shipped

Show page of PO's from purchtrans product detail window

Customers want to be able to see Purchase Orders against a product item Rather than cluttering up lots of tabs, I suggest we do this by renaming the "Suppliers" page to "Purchases" and leaving the list of suppliers at the top, and adding the list ...
Andrew Ardron over 6 years ago in  0 Shipped

Update News article and include Stock-Aware branding within the CRM product itself

1. Change the loading page to say Prospect first (currently says ProspectSoft) then Stock-Aware CRM 2. In the "app menu" still just say CRM as it is succinct 3. Change the page title in the CRM App (currency says Home - Prospect 365) to be "Stock ...
Andrew Ardron over 6 years ago in  0 Shipped

Xero has URL Links that are designed to work between apps

Url URL link to a source document - shown as "Go to [appName]" in the Xero app From the developer documentation https://developer.xero.com/documentation/api/invoices it looks like setting this URL allows a Xero users to hyperlink from a Xero invo...
Andrew Ardron over 6 years ago in  0 Shipped

Product Buying Patterns

It would be really good to have a sales trans cube that showed month on month buying patterns both at the customer and global view
Dan Bryant over 6 years ago in  0 Shipped

Top 10 Reports

It would be really useful to have top 10 reports for things like: Top 10 new customers by ordered value in the last 365 days Top 10 growing customers (year on year e.g. last 365 days vs previous 365 days) Top 10 shrinking customers (year on year ...
Dan Bryant over 6 years ago in  0 Shipped

Lead (and Problem) Status.Outcome needs a lookup table

When you do a report (in report builder or PowerBI, all you get is -1, 0, 1 which is rubbish. You should be able to expand this and get a description that matches the radio buttons used to set this up
Andrew Ardron over 6 years ago in  0 Shipped

Confirmed Opt-In

Add a field to contact (like the mailflag) for "Confirmed Opt-In"
Dan Bryant over 6 years ago in  0 Shipped