Sync Xero Credit Notes with Accounts and Sales to Date
Sync Xero Credit Notes with Accounts and Sales to Date Sync the Xero Credit Notes with the Customer Sales data to create an Accurate Sales to Date Report for Account Managers
When using a lot of columns in a report it can be hard to track which rows you are looking at. It would be great to be able to freeze columns to ensure you can always see that data no matter how you scroll similar to excel.
Unleashed allows users to set non-default statuses for their Unleashed Orders, we should give users the option to add Custom order statuses to the CRM which can be used in the "Accounts Order Status".
Customers will find it very useful to have a calendar in the CRM, where they could preview recalls, appointments, orders created, etc. This could also be linked to outlook.
Tasks (New) to show count of tasks on date for user
Old tasks/recalls used to tell you how many tasks were assigned to a user on the date of the task you were creating. The new task creation screen does not seem to show this count. It would be great to have something similar to help users have a be...
Send Email Address, Name, Quote ID and/or Description and Cardholder Name to Stripe when payment is taken
Currently, we just send the card details across to Stripe when payment is taken. This leaves a lot of information not populated in Stripe making it hard to narrow down whom the order was processed for.
Include Relationships when searching on Global Search
It will be useful if the relationships set on CRM records such as Opportunity, Contacts, Company can also be included in the search when using the Global Search function.
Total Problem Open time field and status change timestamps
A field to track the amount of time a Problem record has been open for. As well as when a Problem Record has it status changed so reporting on Problem resolution time is easier.
The ability to create reports which are only visible to specific users such as admin users. Rather than fully private or visible to everyone. Would allow for reports to be shared with members of management without all users being able to see.
As a user there are times when multiple tasks are needed for a contact, opportunity etc. It would be useful if the system would allow multiple tasks to be assigned to an individual entity.
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