Currently when generating files, umlaut letters are removed from the filename. We would like to be able to use these to name files created from templates.
A customer has suggested that it would be really nice to have an option with the existing orders reports or a new report, on the various dashboards to show completed turnover. This is a specific Unleashed request but this would benefit other syste...
Recommended Items - Upsell Items as separate quote table on documents
I would like to create a separate quote table on the quotation document which shows the recommended items from the upsell manager, so these options are given to the customer with the quote.
Currently you can see on the screenshots it will show the Record then Relationship then Comment then Company which isn't actually too intuitive as the comment breaks up the two records related and makes the name of the Relationship also a bit out ...
You must have an integrated calendar with the CRM (as other CRMS have)
So that you can record History. Activities, Opportunities, against the contact and company. You have the ability to view the calendar for the month and review all activities etc as an overview.
Fallback option for merge fields when the field is blank
The merge fields are great to use when generating your templates. However, if you do not have a field populated with any information used in the field, no value would be inserted. It would be nice to be able to specify a default value that can be ...
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about 1 year ago
in CRM App
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