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Pop up text box functionality for product lines in quotation screen

Popup box with personalised text for products that can be seen when the product is added to a quote - i.e. to show current lead times for stock if "ordered today". Perhaps sync'd with Reminder box in Unleashed.
Guest 6 months ago in Unleashed 0

Import Commerce Code, Customs Description and Country of Origin from Unleashed Products

Customers would like to perform interstat reporting from their workspace to monitor the movement of goods within the EU/internationally. Importing Commerce Code, Customs Description and Country of Origin would give them a better overview of this i...
Guest 7 months ago in Unleashed 1

Option to create CRM contacts in Unleashed through Two Way Sync

It will be great if there is an option in the CRM for the User to specify if they want the CRM contact to be created in Unleashed. A customer would like to create new contacts in Unleashed through the two way sync as there is no real distinction b...
Guest 11 months ago in Unleashed 0 Available as Preview Feature

Send Sales Order That Has Been Imported (Apply Email Template)

We frequently receive sales orders generated by customers in the Unleashed B2B store. This automatically creates the order in Unleashed and imports into Prospect. We'll often follow up with customers for payment to complete their orders, but there...
Guest 16 days ago in Unleashed 0

Product pictures do not carry over to Prospect is a special character such as "/" appear in the product code

When creating quotations, if a special charater such as "/" appears in the product code, the picture will not catty over.
Guest 17 days ago in Unleashed 0

Select individual product attributes from Unleashed on a quote

When creating a quote there are several data points that are held under the attributes section in Unleashed that are relevant in a quote, such as case size and brand details. Currently you can only show all attributes in one column which are not a...
Guest about 1 month ago in Unleashed 0

Add option to Sync Sales Order Group/Customer Type with Industry

Sales Order Group and Customer Type are fields in Unleashed that are commonly used for segmenting customers. It would be useful if these could be synced with the Industry field so that they are sent to integrated email marketing systems.
Guest 9 months ago in Unleashed 1

Sync Unleashed quotes with Prospect CRM Quotes

We normally add quotes in Unleashed but it would be great if these could be synced into the relevant customer account in Prospect to schedule follow-up on quotes within a time frame. Also, if you could automate the expected follow-up time for quot...
Guest 8 months ago in Unleashed 3

Adding Batch Number assignment to Prospect CRM - for Unleashed customers

It would be great if we could allow customers to assign batch numbers or batch number 'rules' when creating an order in Prospect and then going to push it through to Unleashed. This is particularly useful for customers selling food/beverages (our ...
Guest 4 months ago in Unleashed 0

Integrate "Required Date Field" from Unleashed into Prospect

In order to track the performance of our logistics & freight, we need to be able to measure the time difference between the customers "required date" and our "invoice date". A lot of our customers require DIFOT (Delivered In Full On Time) repo...
Guest almost 2 years ago in Unleashed 0