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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 almost 6 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 almost 6 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 almost 6 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 almost 6 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 almost 6 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 almost 6 years ago in CRM App 0

Screen cut off when zoomed in

Some users prefer the text to be larger so use the zoom functionality to make the items bigger. However, this can cut off parts of the screen as the CRM doesn't respond to this change in view. It would be good for the CRM to respond to this change...
Guest almost 6 years ago in CRM App 0

Enable replies to recall emails

Enable replying to recall emails and posting the reply into the notepad of the record that the recall was set for, as currently that is an unmonitored inbox that does nothing with any replies to recall emails.
Guest almost 6 years ago in CRM App 3

Change Recall Email to make it clear you cannot reply to the email

The current email for having been set a recall does not at any point mention that the email is sent from an unmonitored inbox and has no auto-reply to say that it is not monitored. We should add this to make it clear it is just an automatic notifi...
Guest almost 6 years ago in CRM App 0

Add Configure option for Contract Types to Settings Centre

Currently you can only configure contract types from the drop down, would be great to have this configure option added to the settings centre.
Guest almost 6 years ago in CRM App 0