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CRM App

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Populate Payment Terms on Unleashed Customer Accounts

A customer would like to set the payment terms on an Unleashed customer account when creating a new customer account via the CRM.
Guest almost 4 years ago in CRM App 0

Populate Physical Address as well as Postal Address on Unleashed Customer Account

A customer would find it useful to fill in the Physical Address as well as the Postal Address on an Unleashed customer account when creating it from the CRM. If the physical address is not populated from the CRM it should just populate it with the...
Guest almost 4 years ago in CRM App 0

Option to Empty Recycle Bin

Ability for an admin user to empty the recycle bin, permanently deleting the records from the CRM.
Guest almost 4 years ago in CRM App 0

Update Existing Customer Information from CRM into Unleashed

A customer would like to be able to update customer information from the CRM into Unleashed, such as the location address, phone numbers and email addresses. Currently for an existing customer this information would need to be updated within Unlea...
Guest almost 4 years ago in CRM App 1

Embed CRM Report in Dashboards Section

A customer would find it useful to be able to embed a CRM report in the Dashboards section of the CRM.
Guest almost 4 years ago in CRM App 0

Change parent search so that suggestions appear in real-time

I would like Prospect to implement a smart search feature, particularly in the quote/sales order matrix; where the system offers suggestions in real time rather then pressing enter to submit
Guest almost 4 years ago in CRM App 0

Reports ordered by tags

Customers would find it very useful if reports could be ordered by amount of tags. Normally when you click on a report's header it will order the report alphabetically or numerically. However, it won't offer this functionality when the header clic...
Guest almost 4 years ago in CRM App 0

Option to Show the At a Glance figures for TYTD compared to LYTD & a tile for total sales last calendar year

A customer would find it useful to be able to show TYTD compared to LYTD like the last 365 days shows within the at a glance tile. And if the difference is less or more, show this in green or red. Furthermore the customer would find it useful to h...
Guest almost 4 years ago in CRM App 0

Add Division Name to Problem Section on Account Management Dashboard

Currently within the problem report tile of the account management dashboard it just includes the problem description, date of when it was created, status & the user who logged it. A customer would also find it useful to see the division name ...
Guest almost 4 years ago in CRM App 0

Manage product sales prices in CRM rather than our account package

We would like to manage our sales prices in the CRM rather than in the accounts package and be able to have price breaks for product groups
Guest almost 4 years ago in CRM App 2 Already exists