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B2C Contacts Created from Unleashed Import using the "sales channel"

A lot of Unleashed customers have an integrated eCommerce website which are primarily B2C consumers. Our import when we connect to Unleashed imports them all as B2B records rather than individuals. Unleashed has a drop down called Sales Channel &a...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Add Document ID to Division Sales Transaction Entity

A Opera customer would like to view the document ID on the sales transaction page against a division however it is not on the division sales transaction entity. At the moment this document ID is just shown on the Sales Transaction entity.
Guest almost 5 years ago in CRM App 0

Opportunity Vs Lead

We would like the option to customise the terminology "Opportunity" to read Lead in the main Global Search. I understand this is not possible in the current core entity.
Guest almost 5 years ago in CRM App 1 Will not implement

Send emails through customer's mail server

Currently CRM emails send through the Sendgrid service, which requires a custom sending domain setting up in the CRM and an addition to the customer's SPF record. It also causes some display issues as emails sent out will sometimes show "sent via ...
Guest almost 5 years ago in CRM App 0 Will not implement

Sorting on Global Search

If you have done a global search and have returned multiple records, it would be nice if you could sort by Division Name or postcode to make finding the record you are after easier.
Guest almost 5 years ago in CRM App 0

Search Count on Global Search

When using the global search, only the first 5 records are shown, and you need to hit show more to see the set. But you have no idea how many records have been found, you will just keep hitting show more until you reach the end. It would be nice t...
Guest almost 5 years ago in CRM App 0

Add Last Quoted Date as Field on Contacts for Reporting

A customer would find it useful to have a field that stated the date when a quote was last created on a contact record. This would be useful when running a marketing campaign to filter a list of contacts by the date that they were last quoted.
Guest almost 5 years ago in CRM App 0

Inserting the Account Manager when creating a Business Contact

When creating a new business contact in the CRM it would be good to have the ability of setting the account manager at this point as appose to once the record has been created
Guest almost 5 years ago in CRM App 0 Already exists

Hide Lapsed Companies from Global Search

A customer would find it useful to remove certain company types from the global search such as Lapsed Customers. This would need to be a system option to choose which company types appeared in the Global Search.
Guest almost 5 years ago in CRM App 0

Allow customers to customise the opportunity pipeline objectives to add "reactivate" for example

Objectives for opportunity pipelines will become more important with the new dashboard so it would be great to allow customers to customise the list of objectives. For example one for reactivate would be useful to add to the list of objectives.
Guest almost 5 years ago in CRM App 0 Will not implement