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Created by Guest
Created on Oct 10, 2018

Update News section on CRM dashboard

Please can we update the News section that people see when they log in to the CRM (please see attached screenshot), as this is a little out of date now. 

Some ideas on what we could add here instead are:

  • Link to New Features page https://www.prospectsoft.com/newfeatures - are we able to feed in that month's new features automatically so that it could update every month? Or is this a manual process?
  • Link to Prospect YouTube channel - https://www.youtube.com/channel/UC5sbWJVyHItabYx5vjlJqCA 
  • Link to Webinars page https://www.prospectsoft.com/webinars - again, could this show 'this month's Webinar', then change to the following month when that one has finished? Or it could just have a link to this page. 
  • Link to Services Portal to encourage people to log tickets online
  • Link to Ideas/Bugs pages to encourage people to log ideas/report bugs
  • Link to Prospect Academy to show people how many great videos & articles we have
  • Link to Resources page www.prospectsoft.com/resources
  • Attach files
  • Guest
    Reply
    |
    Mar 20, 2019

    Emily's customer Marlow Ropes and Customer Success' customer Draper Ventilation feel that this section of the homepage/dashboard is not really of any use to them, takes up a lot of space, and would be better used for something else e.g. their own News or their own branding (logo etc.). 

    If its unlikely to be a section that each customer can customise themselves, then we should at least look to update it with the above suggestions so it's not so out of date. Maybe even a link to the Academy & more Stock-Aware messaging which I can provide when this gets looked at.