mpro5 Ideas Portal

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Integration to Zapier

It would be great if mpro5 could talk to Zapier, as this allows so many other systems to be connected to it. Jobs / Flows / Quotes / Invoices would be a good starting point.
Luke Jeffrey about 1 year ago in Integration 0 Duplicate

Within the web client, ability to send and track emails related to a Job

This will keep all correspondence relating to a job together:Like on most CRM applications the ability to send email correspondence from within a job that will tag the email. Any replies automatically reattach within the job. The issue we have is ...
Spencer Lee about 1 year ago in  4 Duplicate

Ability to clone Users of the website

No description provided
Guest about 1 year ago in Users 0 Duplicate

Ability to clone Notes & Next Steps configurations

The ability to clone NNS would be very useful when the same number of fields and question types are required.
Guest about 1 year ago in Flows 0 Duplicate

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

Make mandatory questions more obvious on mobile device when completing a Flow

The OPW has requested stronger bolding or a deeper shade of red to display within the app if you attempt to progress through the flow without completing a mandatory question.
Guest about 2 years ago in Flows / UI / UX 0 Duplicate

Show SLA on the job search grid

Feature: have the option to see the SLA on the Job search grid, we currently show contract but don’t pull through SLA
Guest about 2 years ago in Jobs 0 Duplicate

Ability to group flows together e.g. Health & Safety, HR, Daily, Weekly

It would be great to apply grouping to Flows when we have large lists of them, for example Daily Flows, Weekly Flows, Monthly Flows? Or perhaps H&S Flows, HR flows etc.
Guest almost 2 years ago in Flows / UI / UX 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