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CRM App

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Select a quote under an opportunity to use for the value/set value manually

We have had feedback from a customer that it would be useful if you could select a quote to use for the value instead of having it be the sum of all quotes under an opportunity
Guest over 1 year ago in CRM App 2 Shipped

Preview Attached PDFs before sending

For document templates that are automatically attached a customer would like to be able to preview the PDF before it sends. Currently if you use the auto-attach functionality you can't preview the PDF before sending it as it creates the PDF once y...
Guest about 4 years ago in CRM App 3 Shipped

Ability to click next on a contact record

A customer would like the ability to click next on a contact record to view the next contact record under the division rather than having to close the record & navigate back to the division record to open the next contact record. This would be...
Guest over 5 years ago in CRM App 3 Shipped

Low Margin Warning Message

A customer would find it useful to be able to set a low margin % and if the margin % reaches this below this threshold it pop-ups a warning to the user.
Guest almost 4 years ago in CRM App 1 Shipped

Ability to display Time on the Date on a Report

Have a setting specific to the date record on a report where you can display the time of the date as well without having to mouse over it.
Guest over 2 years ago in CRM App 0 Shipped

Product quantity available limited to warehouse

When creating a quote/ sales order the quantity available for a product should only show the quantity that is available for the warehouse that has been selected for the quote/ sales order. At the moment the quantity available includes all warehous...
Guest about 2 years ago in CRM App 1 Shipped

Kanban Style Dashboard

A couple of our customers have mentioned it would be useful to have a Kanban style board like Trello, to display opportunities within the CRM in their various pipelines & statuses.
Guest about 5 years ago in CRM App 4 Shipped

Import Sales Person from Unleashed to Account Manager

A customer who uses Unleashed would like to import the sales person set on a customer's record within Unleashed to the Account Manager field within the CRM.
Guest over 5 years ago in CRM App 0 Shipped

Save Selected Magic Matrix Categories

If you can save Magic Matrix Categories you'd be able to reopen the Magic Matrix as you left it. If you have more than 10 Categories then it cannot display them all at once and you may want to display a static 10.
Guest about 1 year ago in CRM App 2 Shipped

Overselling warning to show when selling more than available

Currently the "Allow overselling of stock when adding quote lines" option will only show a warning when the quantity available is 0. To improve this, it should highlight any row where the quantity being sold is more than the quantity available, no...
Guest 10 months ago in CRM App 1 Shipped