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Disable the pop up chat box at the bottom right corner

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Guest about 8 hours ago in  0

Ability to search a Company Record by Unleashed Customer Code

It would be helpful to be able to perform a search by the company code in Unleashed to help locate a specific company record other than using name etc
Guest 2 days ago in CRM App 0

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 about 2 months ago in CMS App, Websites & eCommerce 1

Able to report on Magic Matrix Status 'Unaware' in CRM

A customer is trying to report on on all customers who hasn't purchased a product on a Magic Matrix category. However, the Magic Matrix Status table will only track bought/opportunity/aware statuses but not Unaware status so they won't be able to ...
Guest 17 days ago in Product Management 1

Ability to tag team members when saving an email against a customer

Allows team members to review the update in their inbox if it is pertinent to them. Currently you have to go back into the contact and tag - and then the team member has to open that contact. This way if their settings are to email anything tagged...
Guest 16 days ago in Integration 0
475 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 almost 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 10 months ago in CRM App 0

Allow for editing of description of orders in dimensions

When new orders are being sent through to Dimensions, the description of the orders comes through as “PSCRM Order ID#....” we should allow for editing of this description.
Guest 3 months ago in Access Dimensions 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 10 months ago in CRM App 1