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Support aggregated values in report

It would be highly beneficial if reports supported aggregating of data such as SUM and COUNT. Providing a total is a great way of getting an overview before digging into the details.
Dan Bryant almost 7 years ago in  0 Shipped

Relative dates for start/end of period in query building

In building queries in powerBI and Excel, I often wanted endofMonth, startofmonth, endofyear and startofyear for a relative date. i.e. compare this month (start and end of current month) with last month (start and end of current month - 1). In mQu...
Andrew Ardron about 7 years ago in  0 Shipped

Further Territory Manager Functionality

Changing account manager is currently to changing from one Acc man to another. Add further options to change account manager based on: a post code Or account manager Or a company type. With also the ability to select different combinations of the...
Guest over 7 years ago in  0 Shipped

Company/division/contact/lead/problem combined search

Both Newton Waterproofing and Scotts of Thrapston have asked about having a 'full search' function created within the CRM. This would involve having a search bar where you could type a word/beginning of a word and the results would display all com...
Emily Scott over 7 years ago in  0 Shipped

Demo Sales Funnel/Forecast Dashboard

We get asked to show a sales funnel/forecast report very regularly when doing demos. People are after a way for a Sales Manager to see how many deals are at the various stages (lead statuses) and what is going to close this month etc. This coupled...
Deleted User over 7 years ago in  0 Shipped

Status page for Prospect365

Lots of websites and platforms have a status page, I think it would be really useful for all departments and customers to be able to view a page such as this instead of saying "Is X down?" E.g. http://status.strava.com/https://developers.facebook....
Guest almost 8 years ago in  0 Shipped

Banner Images tries to display blank lines

If you have additional blank lines in the list of banner images (older v6 plug-in) it will attempt to display an image that doesn't exist.
Dan Bryant about 8 years ago in  0 Shipped

Auto-Set Lead or Problem Status based on Type, when creating Lead or Problem Record

The "Starting" Status is useful if you want a range of status choices to pick from, but commonly, particularly in-house, a Sales Lead or Problem Record status needs to be updated to the same Status straight away each time. For Instance, we log eve...
Guest about 8 years ago in  0 Shipped

Clearer setup and management of eCommerce sales packs (inner/outer/carton)

The accounting systems don't support packs very well, they vary in functionality but rarely have the pack sizes and minimum sales quantities that customers want. So in a number of projects we have added custom fields and javascript to manage some ...
Andrew Ardron over 8 years ago in  1 Shipped

Have CRM/Email notification when an email bounces

It would be massively helpful for Users sending emails out of the CRM to then get a notification if there email was unsuccessful for whatever reason. The tracking element is great but is time-intensive and only provides data for a single customer ...
Guest about 1 year ago in CRM App 1 Shipped