Ability to merge on mobile app


It would be very useful to be able to merge records on any UI mobile apps.

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Category: Platform (176)

STATUS DETAILS
Needs Votes

Admin ability to view as security role


It would be useful as an admin to switch view between security roles to test implementation and see any viewing errors before user.

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0 Comments

Category: General (304)

STATUS DETAILS
Needs Votes

Bulk edit Disqualified Leads Status Reason


It would be useful to be able to bulk edit the reason for disqualification. For instance, if there are leads that seem to be disqualified for a similar reason outwith the category used these could be reclassified to be monitored. Thanks.

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0 Comments

Category: General (304)

STATUS DETAILS
Needs Votes

Add Financial Year to Date (Y2D) to Advanced Filter


It would be incredibly useful to be able to filter by Year to date Y2D and as such, I would suggest adding This/Last/Next year to today (or date) This/Last/Next x years to today (or date) This/Last/Next x fiscal years to today (or date) It may also be useful to add this for all date options e.g...

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Category: General (304)

STATUS DETAILS
Needs Votes

Export dashboard to pdf


There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.

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2 Comments

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2 Comments

Category: General (304)

STATUS DETAILS
Needs Votes

Merge on "Duplicate records found" screen


It would be useful to be able to merge records on the Duplicate Record found Screen. The only option we have at this stage is to 'Ignore and Save' or 'Cancel'. We should be able to Merge here.

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0 Comments

Category: General (304)

STATUS DETAILS
Needs Votes

Link survey responses to custom entity


We have a custom entity called events. Contacts are linked to events through another custom entity event attendees. Feedback surveys are sent for each event to each event attendee. It would be useful to connect the relating survey responses to the event custom entity.

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Category: General (105)

STATUS DETAILS
New

Customize Tab Acorss Multiple Forms


It would be great if tab layouts were set and could be used across multiple forms. Therefore instead of editing the form I would edit the tab and it would change on all associated forms.

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0 Comments

Category: General (304)

STATUS DETAILS
New