mpro5 Ideas Portal

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Imports

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Import Pre-Built Flows from a Template Library

When starting out with mpro5 - as a customer we have to wait for flows to be built either through the website or by the mpro5 team. If we could choose some pre-built workflows from a centralised repository (maybe broken down by industry / process)...
Luke Jeffrey about 1 year ago in Flows / Imports 0 Future consideration

Pre-Fill Selectable Answers to Questions from Uploaded Data

It would be good if we could upload data for either: Pre-filling questions within flows e.g. address / name etc Providing a list of answers to a question Other competitors offer this datastore functionality whereby a user can upload a spreadsheet ...
Luke Jeffrey about 1 year ago in Flows / Imports 0 Future consideration

Ability to create a flow by uploading a PDF example

Some competitors offer the ability to upload example documentation as PDF and have the system automatically build the form in the system.
Luke Jeffrey about 1 year ago in Flows / Imports 0 Will not implement

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

Improve logging and user feedback on imports

When importing via the website there needs to be clearer error logs instead of just "parse error" for example
Guest about 1 year ago in Imports 0 Duplicate

Ability to Import Locations and Sub Locations

An OOTB import that allows you to create Locations and SubLocations in the same way as Customers and Sites would be very useful.
Guest almost 2 years ago in Imports 0 Duplicate

Add sublocation to Asset Import

It would be very helpful to have SubLocation added to the Asset Import. Specific scenario where it has arisen recently is with where the CRM goes down to the Sub Location level (all sub locations are rooms where assets will be found).
Guest over 1 year ago in Assets / Imports 0 Duplicate

New import of products and assigning to vendors

An Import may be of worth for adding products, and associating products to vendors
Guest over 1 year ago in Imports / Products 0 Future consideration