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365 Document Migration

The document migration we carry out for test drives shows us a list of all documents which have failed. However, a customer had a number of documents in V6 which never saved and consequently did not get migrated. Is it possible to get a list of al...
Guest almost 6 years ago in  1 Will not implement

Likely Value to show total value for all leads over 50% Guttometer

A customer has noticed that the Likely Value shows the value based on the guttometer percentage for example the total value is £100 & the guttometer was set at 50% so £50 is shown as the likely value. Westways Vending would prefer that this sh...
Guest about 6 years ago in  0 Will not implement

Make "Click to Change" Recall option more obvious

Really like the new recall box, however I think it could be made more obvious that you need to click the box to change it. Maybe highlighting the Click to Change button or changing the colour of the text may make it stand out a little bit more.
Guest over 6 years ago in  0 Will not implement

News page on dashboard

Can we get rid of the date, gives the impression we haven't updated anything since January.
Guest over 6 years ago in  0 Will not implement

Dont have sections of the menu open automatically

On the My 365 portal there are two menus that are not collapsed as standard. Paul Carpenter thinks these should be collapsed as standard and then open up when you click the arrow. See screenshot.
Guest over 6 years ago in  0 Will not implement

Ability to see currently open tabs

Paul Carpenter would like to be able to see the open tabs he has open in the CRM. He can move easily between them via the recent records screen but feels it would be better to have a view of currently open tabs to make this easier.
Guest over 6 years ago in  0 Will not implement

Live stock checks

Is there a way we could get live stock into the system I assume this is easier with something like Xero but is there a way that on a stock record you can click “refresh stock” and this will get latest stock for that stock code from accounts, even ...
Guest over 6 years ago in  0 Will not implement

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

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 over 6 years ago in  0 Will not implement