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User specific document templates they can edit themselves

Users can amend their own email document templates. Useful if sending out emails to a group of customers that you write to regularly but need to vary it by week. If done by user then administrator doesn't have to be involved!
Guest over 2 years ago in CRM App 0

Additional Records of a Declined Quote

"When declining a quote you get a yellow message box in the quote itself but no other record. It would be great if a note also gets added to the Activity of the Contact or the Lead. Makes it a lot easier to look up and you won’t lose the history i...
Guest over 2 years ago in CRM App 0

Company ID on Data import

When performing a data import, Users should be able to assign each contact they are uploading a Company ID for them to have as a parent in order to avoid any issues with duplicate companies
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 about 5 years ago in CRM App 0 Likely to implement

Add brand to the DEAR integration

In DEAR there is a field called brand, this field isn't currently included as part of the API sync with DEAR. DEAR Developer Portal · Apiary
Guest over 2 years ago in CRM App 0

Email Alerts to Contact Owner on Pending Contract Expiry

We have many clients who are on renewable Service contracts.We already have beginiing and end dates fr these contracts in Prospect. Surely it would make sense to able to Alert a salesperson when this contract is up for renewal?
Guest over 2 years ago in CRM App 0

Global Customers map

Global map with location of all customers.
Guest over 2 years ago in CRM App 0

Setting Urgent message at company group level

We would like to be able to set the urgent message from the company group level, so it would be shown across all sub-companies (divisions). This might be a message from head office that applies to multiple sites so we don't have to have to manage ...
Guest over 2 years ago in CRM App 0

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