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When a quote is cancelled against an opportunity the value of that quote should be subtracted from the opportunity value

If the quote is cancelled then clearly it is no longer going to make up any part of the opportunity. If it is cancelled and a new quote is added then the value is the total of the two quotes, which is incorrect
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Pop up email into new window when sending

Often when sending emails you want to navigate the record or refer to things in the notes which you currently cannot do without duplicating the tab. It would be nice if after opening the send email dialog there was a button to open it in a new pop...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

Product Image Enlarge

Provide a lightbox when hovering over the product image on a product record to show an enlarged view of the image
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes

List value limit for Custom Fields

A customer has asked for a list of the maximum data they can put into each of the custom fields. This would help customers understand and plan customisations a bit better when customising the CRM. We have a guide that this would be perfect to fold...
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

Search and Replace Field for User's Forename

A customer would find it useful to have an option to include a user's forename as a search and replace field rather than the user's full name. This is useful for signing off emails.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

B2C Contacts Created from Unleashed Import using the "sales channel"

A lot of Unleashed customers have an integrated eCommerce website which are primarily B2C consumers. Our import when we connect to Unleashed imports them all as B2B records rather than individuals. Unleashed has a drop down called Sales Channel &a...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Show version history for customiser

At the moment if you wanted to revert customisations made using the customiser on a record layout, you would need to revert back to the original layout. It would be great to show the version history & revert back individual changes rather than...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

adding new line in the middle of your current lines

When building a large quote, some times you may want to add an item into the middle of a list of 10 lines. In the old system when adding a line you would just set the line order number to 5 and it would put it roughly in the right place. in the CR...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Send Stripe Card Transaction Number to Unleashed & Xero

Currently the Stripe integration only sends the card transaction reference number to our on premise accounting system integrations, therefore it would be great if this was also sent to Unleashed & Xero.
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Setup fields that need to be filled in before being able to confirm orders

Some processes require fields to be filled before being able to confirm an order. e.g. Customer order Reference We could make this mandatory currently with the customise options but this would be prompting all of the time. it would be nice i...
Guest over 5 years ago in CRM App 0 Good idea awaiting more votes