mpro5 Ideas Portal

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

ADD A NEW IDEA

FILTER BY CATEGORY

Customers / Sites / Locations (CRM)

Showing 8 of 116

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 over 1 year ago in Assets / Customers / Sites / Locations (CRM) / Depots / Flows / Jobs / UI / UX / Users 0 Awaiting Information

CRM Contact Redirection

The ability to redirect on point notifications to other email addresses when CRM Contacts are on annual leave. Use Case: We have a Senior Manager that's currently on annual leave. He's responsible for over 20 site (Depots, Customers), we now have ...
Spencer Lee 5 months ago in Customers / Sites / Locations (CRM) / Notifications 5 Future consideration

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 over 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 over 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 almost 3 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 almost 3 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.
Jamie Morgan over 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 over 2 years ago in Customers / Sites / Locations (CRM) 0 Already exists