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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 2 days ago in CMS App, Websites & eCommerce 1

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 about 1 month ago in Access Dimensions 0

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We ...
Guest 15 days ago in Access Dimensions 0
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 almost 4 years ago in  17 Planned

To be able to search on the delivery addresses of other companies in the Sales Order/Quotes

It'll be very useful to customers in several scenarios:1) Ship to a transport company which will then handle the freight forwarding 2) Customers can collect up from a depot 3) Customers can collect from an agency/partner. Sales orders can be creat...
Guest 2 months ago in  0
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 11 months 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 8 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 9 months 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 9 months ago in CRM App 1

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