Editable Margin Price to Recaculate the Unit Price
When edited it needs to recalculate the “Price”.
E.g. Qty = 5, Unit Cost = £10, Unit Sell = £20, Line Margin = £50. If the Line Margin is edited to say £100, the Unit Sell would recalculate to £20.
'You have unsaved changes' notification when setting recalls and other notes within the system
When adding a new recall or note to the system if you accidentally move away from this screen or click elsewhere you loose your note/information you were imputing. It would be good to have a notification asking are you sure you want to move away f...
Add Account Manager Restrictions to Setting Centre
Currently if you wish to set account manager restrictions you need to create a report using the User entity & then click on the pencil icon to access the option to enable account manager restrictions. It would be best to add this as a configur...
This would be useful for customers that do a lot of calling (especially international calling) to know when that business is open. Might save a bit of time. This would be nice at the division level either on the details tab or maybe even the address
A customer would find it useful to be able to log a problem record straight from a contract. They would usually setup the contract & then create a problem for the implementation process & would find it helpful to create these problems unde...
Import all contacts to Unleashed when creating customer account via CRM
A customer who uses Unleashed would find it useful to import all contacts featured under the division into Unleashed when creating a customer account via the CRM. At the moment it only pulls through the email & phone number entered when creati...
Being able to categorise your CRM users into departments/groups ie 'sales' 'support'. This means that you can get a recall for a group of employees rather than just one user. An example of this would be for problems, when a customer calls up the r...
I was speaking with a free trialist the other day and they said it would be useful to be able to recall multiple people to certain records like problems/leads as they often have multiple contact points to these and said only having a recall set fo...
There is no visibility of error messages in the CRM UI. For example when sending an email to an invalid email address, it will sit in messagequeue with an error that the end-user cannot see in the CRM, so they do not know why the email has not arr...
A customer uses Sage's own delivery field rather than a product & would like to use the CRM's manual delivery charge functionality to post into this field when confirming an order.
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