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Ability To Order Quote Lines Alphabetically Based On Product ID

A free trial customer has suggested that it would be a good idea to be able to order the products on a quote line alphabetically. We could set it up to work like the filters on a report, I.E. you press on the product ID title and it reorders the p...
Guest over 5 years ago in CRM App 0

Centrally managed document template content

Most documents have some content that is required on all document templates (such as T&C's). Having a centrally managed location within the CRM or externally to manage this content which can then be applied to all (or some) documents.
Guest over 5 years ago in CRM App 0

auto refreshing the homepage

We've had a suggestion that the homepage should reload whenever you go back onto it. For example if you're in a recent record and hit the 'CRM' log or go back a to the home page the page doesn't refresh. You have to manually refresh to get the lat...
Guest over 5 years ago in CRM App 0

Add Report Name to CRM URL to easily navigate to

It would be helpful to add the name of the reports within the Shared Reports section to the URL so you can book mark the shared report & it load the exact report within this section that you wish to view. At the moment you can only book mark h...
Guest over 5 years ago in CRM App 0

Make Extended Description Editable on Product Record

In Unleashed there is no Extended Description field, only Notes. It might be handy to be able to edit the Extended Description on a product record for those who do not have access to this field within their ERP/Accounts system. See screenshot of w...
Guest over 5 years ago in CRM App 0

Add Product Internal Notes to Quote Line View

When quoting within the CRM you can't see the Product Internal Notes on the same page, you would need to open up the product record in a separate tab. It would be helpful to see these internal notes in the additional information side bar for the q...
Guest over 5 years ago in CRM App 0

Order Value this Month report - multi-currencies

For companies who have multiple Operating Companies in their accounting system, with different currencies set up, the Order Value this Month report on the Dashboard doesn't display the orders very well - it looks at the most recent order and which...
Guest over 5 years ago in CRM App 0

Generate CRM Profile Pictures Based On Name Rather Then Usercode

Following PID: 266729 it would be a good idea if the profile pictures in the CRM were generated based on name rather then user code. In the ticket we had users with a profile picture of AA because there user code had one letter A in it but the ini...
Guest over 5 years ago in CRM App 0

Identify Products in Search by Operating Company

When doing a search for a product code, you can not tell from the search screen which Operating Company each product belongs to. This is an issue if you have the same product in two different operating companies.
Guest over 5 years ago in CRM App 0

Have settings available on global search

So we can set priorities in how the data shows - for example sort names in Surname order or quotes in assending or descending date order so I dont have to click through to the division and search from there.
Guest over 5 years ago in CRM App 0