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Introduce UX processes when working on the core product

Our browser based CRM has some great features that can help users to complete tasks. However, I think it can be a little confusing or time-consuming to complete those tasks. It would be great to our agile process by adding some of the design/UX cy...
Deleted User almost 7 years ago in  0 Shipped

Unleashed Integration

Having spent some time researching potential integration partners to "coat tail" on, I am fairly convinced that we need to slightly re-educate ourselves about what the market looks like now. We use the term "accounts system" when referring to our ...
Jonathan Brewer almost 7 years ago in  0 Shipped

Drag & Drop Variation Sequence within Product Manager

Currently, the variations on a customer's website site appears in the order chosen by the database rather than a sequence specified by the user. Therefore I would propose that customers should be able to drag and drop the variations where they set...
Isobel Honour almost 7 years ago in  0 Shipped

CRM Homepage

The homepage of the CRM should be the standard homepage for the entire ProspectSoft product. As a result, we should be able to allow the homepage to provide dashboard reports which can be customised by dictionary. This would be useful for this suc...
Jordan Edmunds almost 7 years ago in  0 Shipped

Ability to see Contact count at the bottom of a Campaign Activity

Currently, in the browser interface, you’re unable to see a contact count when in a Campaign Activity e.g. “total number of contacts = 342”. This may already be in your plans to add in, and would be very useful to have as can't really tell how lon...
Jessica Nash almost 7 years ago in  0 Shipped

Ability to limit number of Contacts per Division for a Campaign Activity

This is a feature available in the desktop app, but not yet in the browser. Maybe this is something in the development pipeline and will be added at a later date? We definitely used/needed this a lot in-house, and am aware that customers do too. I...
Jessica Nash almost 7 years ago in  0 Shipped

Add CSV Export to Report Builder

Robert May noted that it would be good to have a CSV export from the report builder, to use the data from these reports outside of the CRM for those who do not have a CRM licence
Isobel Honour almost 7 years ago in  0 Shipped

Add Mobile Number to Details Page on a Contact Record

Metalock would like to have the mobile displayed on the details page for a contact record rather than on a separate page. They find that their users won't look there for the mobile number and will just call the number featured within the main deta...
Isobel Honour almost 7 years ago in  0 Shipped

Improve meaning of status closed flags

As it currently stands there is no way to identity whether a problem or lead was closed successfully or not, all you know is that the status is considered closed (no further action required). It would be useful if this could be further categorised...
Dan Bryant almost 7 years ago in  0 Shipped

Format fields in reports

It would be useful if both default and additional formatting could be applied to specific columns such as unit price or line value on a quote.
Dan Bryant almost 7 years ago in  0 Shipped