All ideas

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Goals to appear on Account manager dashboard

It would be useful to show goals by account manager within the account manager dashboard. Ideally within the "Orders" section. Showing Month to date orders as it currently shows against the set goal for the month.

Guest over 2 years ago in Admin Portal 8 Likely to implement

33 VOTE

Display quote total net weight

Currently the weight of indiviudual products can be displayed on the quote, what would be more helpful is if the total weight for all the items was also displayed at the bottom. This would assist with shipping charges, especially with internationa...

Guest over 2 years ago in CRM App 1 Likely to implement

37 VOTE

Ability to filter Other Reports to just 'My Reports'

We have removed the "My Reports" and "Shared Reports" entries in CRM release 81, and now all reports are visible and searchable in the "All Reports" page. If I am looking for one of my personal reports that I created, regardless of whether it is p...

Guest over 3 years ago in CRM App 1 Likely to implement

23 VOTE

On the dashboard to show the Sales Managers budget so we can track current orders against budget

No description provided

Guest almost 4 years ago in CRM App 2 Likely to implement

7 VOTE

Save to CRM to suggest records based on who the email was sent to

A customer would find it useful for the save to CRM to suggest records based on who the email was sent to rather than just who the email was sent by. An example of where this is useful is where a user is replying to an email and wishes to save in ...

Guest over 4 years ago in CRM App 0 Likely to implement

4 VOTE

Ability to restore deleted reports

Currently, there is no functionality to restore deleted reports. Might be an idea to create a 'recycle bin' in the UI for reports and have them deleted after 30 days?

Guest over 3 years ago in CRM App 0 Likely to implement

4 VOTE

Import Paid Flags from Xero as Secondary Connection

A customer would like to view whether an order has been paid yet within the CRM. Currently they have Unleashed as the primary connection so can't import this information. As a result they would need a secondary connection to Xero to pull through t...

Guest almost 5 years ago in CRM App 0 Likely to implement

4 VOTE

Add graphs for product analysis

The graphs implemented showing division analysis would also be useful for product analysis to make it easier to view the seasonal cycle of particular products within the CRM, as well as the pie chart for top customers of product. Could perhaps use...

Guest about 5 years ago in CRM App 0 Likely to implement

2 VOTE

Tooltips for Buttons when you hover /mouseover

If you hover over a button in the CRM e.g. the refresh button, you will not be prompted with a Tooltip advising you what the button does. This would be a very useful aid to someone new using the system and will assist them in their adoption of it.

Guest almost 5 years ago in CRM App 0 Likely to implement

2 VOTE

Automatically Tag Companies as Lapsed when Obsolete in Unleashed

A customer would find it useful to automatically tag companies as lapsed within the company type when they're marked as obsolete within Unleashed.

Guest about 5 years ago in CRM App 0 Likely to implement

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