mpro5 Ideas Portal

Let us know how mpro5 could be improved to help you do more

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Customers / Sites / Locations (CRM)

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Drag & Drop Capability for relationship creation / management

It would be really useful to provide some function that could be re-used to create relationships between items in mpro5 in bulk and quickly. For example, Filtering a grid of Sites Filtering a grid of Flows Dragging them together to create the assi...
Fred Whipp 12 months ago in Assets / Customers / Sites / Locations (CRM) / Depots / Flows / Jobs / UI / UX / Users 0 Awaiting Information

Self-Service Client App for Third Parties

It would be great if people within our buildings could have access to a client app that would allow them to: Raise requests View status of their requests Discuss and comment on their requests Complete other workflows A number of competitor apps se...
Luke Jeffrey about 1 year ago in Client Portal / Customers / Sites / Locations (CRM) 0 Future consideration

Ability to import/update entire CRM structure

An Import / Export routine for updating existing CRM structures (down to all levels) to allow self-service? Current imports are on disparate files and are not hugely user friendly. Needs to Cover -> Customer / Site / Location / Sub Location as ...
Guest about 1 year ago in Customers / Sites / Locations (CRM) / Imports 0 Duplicate

Make Site Type visible on Site Grids and editable on Site Pages

Site Type is being increasingly used.At the moment the SiteType is not visible \ available to update on Site Screens.Having it on the Site Grid pages would be helpful to filter and export.
Guest over 2 years ago in Customers / Sites / Locations (CRM) 0 Will not implement

Ability to edit/update longitude & latitude of Sites on website

I use Site Longitude and Latitude which cannot be viewed or maintained via Website
Guest over 2 years ago in Customers / Sites / Locations (CRM) 0 Awaiting Information

Add Custom fields to Regions

Add custom data fields to regions so we can make use for certain scenarios where multiple regions share the same names.
Guest about 2 years ago in Customers / Sites / Locations (CRM) 0 Awaiting Information

Storing contacts against a customer / site / location / sublocation

The requirement is to store 'Contacts' against a customer and the have these be visible on the portal when raising a request, job, quote, or invoice.
Guest about 2 years ago in Customers / Sites / Locations (CRM) 0 Already exists