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 ...
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...
Report Entity to Include YTD Sales Value, Profit & Total Amount of Orders
A customer would like to report on new customers that started ordering from a particular date e.g. start of the calendar year. Within this report it would include the YTD sales value, profit total & total amount of orders placed. Sales Ledger ...
A customer would find it useful to have the option to have a pop-up come up after pressing the Confirm Order button to confirm you wish to confirm the order through to the accounting system.
Guest
about 5 years ago
in CRM App
0
Already exists
A customer would find it useful to automatically log incoming calls against contact records, including time stamp of call & what line/department they called through to. Would be good if this information was logged in the activity of the contac...
As well as time and date stamps, have Geo location logging to fill in addresses if creating a new prospect record onsite or onsite meeting reports for sales team and sales management
Option to Not Save Attachments Separately within CRM
Currently when you save an email via the save to CRM add-in with attachments the email is saved & stores the attachments separating within the CRM (see screenshot). A customer would find it useful to have an option whether to store these attac...
Guest
about 5 years ago
in CRM App
0
Already exists
0
