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Enable "remove from campaign activity" as well as "Add to campaign activity" from reports

For example, I ran a report yesterday for customers who have bought our matt black paint but have not bought a brand of vinyl silk black paint. I am looking to promote our new vinyl silk black paint, but those who aren’t purchasing the other vinyl...
Guest over 2 years ago in CRM App 0

Export User Activity

Under the User's Profile > Activity there is already an activity and recently accessed records section. Neither of these are currently able to be exported but if the activity was amended to allow exporting, this could then be used for logs or f...
Guest over 2 years ago in CRM App 0

Ability to Favourite Custom fields in Report builder

One customer has advised that they have a few custom fields that are required in most reports, so the ability to create a favourite list for these fields would be better than drilling down each time.
Guest over 2 years ago in CRM App 0

Include field on stock for quantity assigned preseason

We have fields for quantity available including preseason, total available preseason and quantity overcommitted preseason, but there is no field to summarise quantity assigned to preseason orders. We should add this for more clarity on our stock l...
Guest over 2 years ago in CRM App 0

Add warehouse stock availability at quote level rather than showing all stock available

When creating a quote, the stock available currently shows all stock available across all warehouses. We would like it to show just the stock available in the warehouse that was selected in the quote. This is particularly important for internation...
Guest over 2 years ago in CRM App 0

Automatically Tag Companies as Lapsed when Obsolete in Unleashed

A customer would find it useful to automatically tag companies as lapsed within the company type when they're marked as obsolete within Unleashed.
Guest almost 5 years ago in CRM App 0 Likely to implement

Service, Problems, Documents Tree Item, add (count) to indicate that some documents stored

When viewing an item it Service, Problems, it would be useful to know if any documents have been stored for the item, this could be indicated with a count in brackets such as Documents (3)
Guest over 2 years ago in CRM App 0

Ability to favourite companies/contact on Dashboard for quick access

It would be good have the ability to choose and favourite up to 10 (or more) companies or contacts that we deal with on a daily basis and have them on our overview dashboard so we can have quick access to them to put orders on for them. At certain...
Guest over 2 years ago in CRM App 0

Make customer order reference a unique field

The customer order reference number is a free text field. Customer order reference numbers are unique and so it would be useful if there was validation in the system that would not allow a user to enter a customer order number that has already bee...
Guest over 2 years ago in CRM App 1

Add Created Date &/or Record ID to global search

A customer would find it useful to see the created date &/or the record ID within the global search results. This customer will have multiple quotes/opportunities as they go out to tender & have to provide duplicate quotes. Therefore it wo...
Guest almost 5 years ago in CRM App 0