It is currently not possible to see whether an update in the CRM was done by the CRM or an external App. This could prove problematic as people built their own integrations etc.
A few customers who're managers have asked for a user activity report. We have the Recent Objects entity that allows you to view what records all the users have accessed however there is no option to add the record link as a column (like the Notep...
Guest
over 4 years ago
in CRM App
1
Will not implement
Send Stripe Card Transaction Number to Unleashed & Xero
Currently the Stripe integration only sends the card transaction reference number to our on premise accounting system integrations, therefore it would be great if this was also sent to Unleashed & Xero.
Guest
over 4 years ago
in CRM App
0
Good idea awaiting more votes
In version 6 we could restrict at what levels notes could be added. Mainly by customising out the add button. This is not something we can do via the customiser in 365. Perhaps a system option to enable notes at different levels.
Guest
over 4 years ago
in CRM App
0
Unlikely to implement
An Unleashed customer gives one of their customers a % discount on all products. The discount is applied to the selling price on a quote but just updates the price shown on the quoteline and doesn't show the % discount. It would be useful to show ...
A few customers who use Unleashed have asked for a Sandbox mode when testing the Prospect CRM out before going live (during the onboarding stage). Unleashed have a sandbox mode so would be great if the two could be connected as well for complete t...
It would be useful to our customers if we had separate pages for Quotes & Confirmed Orders. Some users find it confusing to see Confirmed Orders within the Quotes page.
Remove Divisions Near UK Postcode if Customer is not UK based
A customer would find it useful if the divisions near UK postcode report was removed from the People & Places report group as they're not based in the UK.
A customer would like to have a search & replace field for related contact. The search & replace field should populate based on the relationships setup for that level of the hierarchy where you're generating the document template from. The...
1
Will not implement
0
Unlikely to implement
