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PowerBI MINIMAL dashboard functionality

Make the dashboard support multiple pages. When a user adds a component to the dashboard, offer CRM Report tiles, or power bi reports a) ONLY if using SSO (so we dont have to manage login to Azure within the embedded bit) b) Lookup the list of Pow...
Andrew Ardron over 6 years ago in  0 Shipped

Support Contracts and Contract Schedules in the CRM Web UI

There are a few customers who use the contracts and contract schedules module in v6 and cannot migrate until we provide equivalent functionality in the CRM Web UI.
Dan Bryant over 6 years ago in  0 Shipped

Sales history contract support in Web UI

There are few existing customers who use the old style sales history contracts module. In order to migrate them over to 365 we will need to provide similar functionality in the CRM. There should be a component that allows a user to select a contra...
Dan Bryant over 6 years ago in  0 Shipped

MINIMAL "my portal" rework into "welcome"

I actually now think we should not do this. I think we should get rid of My portal remove the left hand menu, keep the same technology but just turn it into a "welcome" page rather than an attempt to be a dashboard portal. redesign this main page ...
Andrew Ardron over 6 years ago in  0 Shipped

Use the "cool" current status field in the standard reports

When i wrote the lead and problem standard reports you could only put the status description into a report using the plain text version. Now that the cooler looking one (coloured block) is available we need to update all the standard lead and prob...
Andrew Ardron over 6 years ago in  0 Shipped

Update help drop down in the navigation bar - it is missing several items

NOTE: this is a duplicate of https://prospectsoft.aha.io/ideas/SPABUG-I-486
Andrew Ardron over 6 years ago in  0 Shipped

Being able to Save to Web on Web CRM

Sarah from Beta Valve has requested that we log this as enhancement as she is still having to do this in the desktop. See also https://prospectsoft.aha.io/ideas/ideas/SPA-I-95
Guest over 6 years ago in  0 Shipped

Filter out Mail Merge Documents from the Notepad

SOme customers do a lot of EMM/Mail merges which are currently displaying in the notepad. Could we filter these out or provide an option to filter this out?
Guest over 6 years ago in  0 Shipped

Product History doesn't show in Web UI

Product history does not show in the Web UI when adding lines to a quote. James at EPP has enquired to see if this would be possible to be done within the Web UI
Deleted User over 6 years ago in  0 Shipped

Add product foreign keys to salestrans and quoteline

Some of this is harder than it seems because of old description-only lines. But, without fixing this the current "fake" foreign key is useless anyway. In fact, what we have done is worse than nothing because it tempts you to expand from quote line...
Andrew Ardron almost 7 years ago in  0 Shipped