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CRM App

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Set Default Options for Sales Ledger Creation

A customer would find it useful to be able to set default options for sales ledger creation. E.g. choosing a default payment term as this can be the same for most customers.
Guest over 1 year ago in CRM App 0

Add restrictions on who can create sales ledgers

Both in-house and with many customers, it's not the sales team's responsibility to create sales ledgers in the CRM (or at least not managers). So although we have brought this new feature into the web UI to be able to create sales ledgers in the C...
Guest almost 6 years ago in CRM App 0

Use words instead of numbers for Email Bounces

Currently, if an email bounces it shows a 1 in the Email Bounced Field on a Contact. For the Subscribed field this is shown as Subscribed, unsubscribed and unknown. It would be good if we could see words for email bounces in the same way to make i...
Guest over 1 year ago in CRM App 0

Automatically change the order due date for ordering cut off time.

We operate with a same day dispatch on all orders taken before 2.30pm. After 2.30pm all orders will be dispatched the next day. To aid our staff and ensure that the orders taken after 2.30pm are scheduled for the correct day of dispatch it would b...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Remove customer information inline with Right to be Forgotten

Ability to redact or remove identifiable information from a customer's Company and Contact records when they request their data be removed in line with the GDPR right to be forgotten.
Guest over 1 year ago in CRM App 0

Allow customers to set sales ledger when attempting to create one that already exists

When attempting to create a new ledger in the CRM and it searches on the ledger and finds one that already exist, we could add something here to allow setting the existing ledger on the company.
Guest over 1 year ago in CRM App 0

Mark Companies as RFM Segment Closed when obsoleted in Unleashed ... before the first 4 orders

At the moment if a customer account has been closed before making 4 sales it goes into the RFM segment of closed as we only do RFM analysis once a customer has had 4 transactions. It would be great if we can just mark any obsoleted accounts in Unl...
Guest over 4 years ago in CRM App 0

Associate campaigns with related orders

If a contact has been involved in a campaign (discount codes or catalogs) then it would be powerful to see the orders which are placed within a time period that is related to the campaign. This gives the campaigns more relevance in terms of value ...
Guest over 1 year ago in CRM App 0

Partial search in global search

When looking for a company ‘Company X’ but I type ‘Company Y’ it currently doesn't bring any results; it would be great if when the first word was correct, it can bring up the company based on close results. Typos can cause a lot of issues whilst ...
Guest over 1 year ago in CRM App 0

Report to identify what other products customers who bought X also bought

A standard report like the customer who bought X but not Y. This will allow for focused marketing campaigns and get insights on popular products.
Guest over 1 year ago in CRM App 1