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
over 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 ...
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 ...
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
over 2 years ago
in Flows / UI / UX
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
about 2 years ago
in Flows / UI / UX
0
Duplicate