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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

Make "Needs Engagement" Days configurable by customer

At present you can vary "Needs Engagement" days but these changes apply to all customers. We would like this configurable by customer so that we can focus on the high value and significant opportunity customers and not be distracted by small, inte...
Guest almost 2 years ago in CRM App 0

Birthday Notification for Marketing Promotions

Add a field for birthday date on either company or contact level to then email a reminder to the account manager to then send an email template out from the CRM offering a promotional discount
Guest almost 2 years ago in CRM App 1

Allow activity log to be updated manually with selected pipeline stages

We have a lot of detailed stages in our pipeline but not all are required. However, when selecting a status, the CRM Activity Log shows all stages in between the starting stage and the updated stage, even when the intermediary stages have not been...
Guest 12 months ago in CRM App 0

Inclusion of tax on individual prices on Quotes and Sales Orders - Australia (GST component)

The price that is entered on a quote line in the CRM is currently excluding Tax and at the moment there is no way to set this so that the price entered in including tax. In Australia by law, we need to show how much GST (tax) is applied to the ord...
Guest about 2 years ago in CRM App 3

Quote Table Dynamically Change when Discount is Applied

It would be great if the quote table dynamically changed to show a discount column when a discount has been applied to the quote record. Currently, you would need to separate document templates to achieve this. This enhancement would need to be a ...
Guest over 5 years ago in CRM App 3

Add 'At a glance' and 'Sales Analysis' tiles to company group level

Currently, we only show the At a glance and sales analysis pages on the company level. Allowing this to be visible on the company group level would be beneficial as it would allow for a quick overview on how a group is performing instead of having...
Guest almost 2 years ago in CRM App 0

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 about 3 years ago in CRM App 0

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 over 3 years ago in CRM App 2

Sales Analysis by Delivery Address

Currently you can only calculate RFM by delivery address, so if you have multiple branches/delivery locations all putting sales through one ledger, the sales values are identical across them. RFM can be calculated by delivery address, it would be ...
Guest about 1 year ago in CRM App 1