mpro5 Ideas Portal

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

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Client Portal

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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

Client portal ability to edit request associated with a job

Addition of an edit button to the Job Search on a portal login to edit the requests associated with the Job
Guest over 1 year ago in Client Portal / Jobs 0 Already exists

Client portal users should be able to search jobs by postcode

As a lot of jobs for some customers are assigned to specific stores or locations, it would be great to find these by postcode
Guest over 1 year ago in Client Portal 0 Already exists

Kiosk mode for presenting simple data on-site

Some customers want to show simple information on a locked down tablet on-site. For example, the date the area was last visited, or the last audit score perhaps? It would be good if mpro5 could accommodate this, we have seen a competitor do so. Th...
Luke Jeffrey over 1 year ago in Client Portal / Reporting 0 Future consideration

3rd Party Flow Completion

It would be great if a flow could be completed in mpro5 by a non-mpro5 user scanning a QR code located within a certain area. The code could be assigned to the location (in CRM) and either show a list of flows or be tied to a specific flow for com...
Luke Jeffrey over 1 year ago in Client Portal / Flows 1 Future consideration

Allow webusers access to Client Portal

A single user to access the website and portal who has the permissions of a website user and a portal user e.g. the same user can review, edit and create requests as well as view and edit jobs.
Guest over 2 years ago in Client Portal / Users 0 Already exists

Ability to add "tags" to all entities in mpro5 e.g. tag a Job or Audit with "2023 review"

The requirement is a for a portal user to add a 'tag' to a request which once converted to a job, would be a job tag, Similar to the way we tag resources
Guest over 2 years ago in Client Portal / Jobs 0 Future consideration

Ability to configure default columns for Client Portal users when searching Jobs

Portal users should only see preset columns on the job search grid. Ideally, these would be configured by an admin user.
Guest over 2 years ago in Client Portal / Jobs 0 Will not implement