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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
Guest 15 days ago in Xero 1

Add functionality to freeze report columns

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.
Guest 14 days ago in CRM App 1

Support Custom Order Status in Unleashed

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".
Guest 4 months ago in Unleashed 1

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...
Guest 4 months ago in CMS App, Websites & eCommerce 1
470 VOTE

CRM calendar

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.
Guest about 4 years ago in  21 Planned
107 VOTE

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.
Guest about 1 year ago in CRM App 1

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.
Guest 12 months ago in CRM App 0

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.
Guest about 1 year ago in CRM App 1

Share Reports with specific Users

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.
Guest about 1 year ago in CRM App 1
121 VOTE

Multiple tasks

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.
Guest over 2 years ago in CRM App 10 Planned