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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
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 about 2 years ago in CRM App 10 Planned

Add handling for Bin locations for Cin7 Core

Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
Guest 11 months ago in Cin7 Omni 6 Planned

Set Follow Up Call or Task at Company Level

At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
Guest almost 3 years ago in Automation 1 Planned

Bulk reallocation of Tasks

We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
Guest about 2 years ago in Automation 3 Planned

Allow Task/Recall Date To Be Edited

It would be beneficial to allow users to edit the dates on tasks.recalls they have set instead of having to create a new recall. Recalls that are accidentally set to the wrong date currently can not be changed.
Guest about 4 years ago in CRM App 2 Planned

Create Customer in Unleashed to create contacts

Company and contacts do not copy over to unleashed software completely when you use the create in unleashed button.
Guest over 1 year ago in Unleashed 9 Planned

Automated flows to send email follow-up and chasers based on CRM triggers

Many B2B operating businesses would benefit from automated emails being sent out, following on from CRM action. For example, if an order is confirmed and sent through to their accounts or inventory management system (Unleashed or Xero etc.), this ...
Guest over 5 years ago in CRM App 7 Planned

Clear tasks in bulk

currently setting tasks to remind us to send a bulk email to those contacts which we can do by exporting the list onto excel. However it is incredibly time consuming to then have to clear each of those contacts of the task individually. Would be g...
Guest about 3 years ago in  2 Planned

Task alert - popup

As a user it would be great if there was a task alert pop-up that would notify me in the system when a task was due in 15 minutes and when it was due in the same way that Outlook or Gmail will alert a user when a meeting is due.
Guest almost 2 years ago in CRM App 2 Planned