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Show last activity on engagement report

On the Engagement section on the Account Manager dashboard, the last active engagement is set to 30 days prior. I would be useful if it showed the actual date of the last engagement.
Guest over 4 years ago in CRM App 1 Already exists

Voice note entries for Activity Feed/Notes

Specifically helpful for sales reps on the road- ability to select a voicenote update on the contact/opp/problem record and add a note that is than transcribed and added to the notepad
Guest about 1 year ago in CRM App 0

magic matrix not to auto update to aware when an awareness campaign is made.

when making a campaign to target a specific product using the magic matrix, currently all companies will auto be updated to aware of the product even before any action has been taken. for me this makes sense in a face to face campaign/event or for...
Guest 4 months ago in CRM App 0

Reduce clicks to get CRM Inbox Address

Instead of Menu > Get CRM Inbox Address > copy > Close, why not just Menu > Get CRM Inbox Address to copy the address directly to the clipboard. Even better, display a permanent "copy" button so that the address can be copied to the cl...
Guest over 1 year ago in CRM App 2

Ability to save Sales Transaction or Sales Order Header report entity at contact level

A customer would find it useful to be able to save a sales transaction or sales order header report entity at contact level, to show all sales at contact level rather than just at company level. The reason for this is because they use the task fea...
Guest over 2 years ago in CRM App 0

Exclude delivery charge for margin calculations

A customer would prefer if the delivery charge manually entered on a quote can be excluded from margin calculations so that they have accurate gross profit on quotes.
Guest 11 months ago in CRM App 0

Updating type of activity note to recalculate the last active engagement

It is easy enough for a user to make a mistake when creating an activity note on a company record and log this as a general note or another type that is not considered active engagement. If the user notices this and tries to update the note to hav...
Guest 11 months ago in CRM App 1 Unlikely to implement

Option to post CRM Quote ID to Order Comments in Unleashed

A customer who does not take card payments via the CRM would find it useful to have a system option to disable the CRM Quote ID from posting into the comments section on a sales order in Unleashed. They just use the sales order number to match the...
Guest almost 3 years ago in CRM App 2

Enhanced formatting on Emails from the CRM

I'd love to use more email template sent out from the CRM, but the formatting is so basic that they do not look very professional, or in some cases quite a lot like spam. This reduces the use case of features like pipeline automations when we're n...
Guest 2 months ago in CRM App 0

Add date fields to report grouping

Having the ability to group/summarise by month is unbelievably powerful. For example, 12-60 month projections can be made using the Estimated close date. Or past sales performance can be compared to check the improvement of a sales person over time.
Guest over 1 year ago in CRM App 1