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Update prices via Export/Import Product Item Tool

A customer has imported products into the CRM that are not in their integrated accounts/inventory management system. This is due to not selling these products that often so they don't hold this catalogue. They need to perform an annual price incre...
Guest over 3 years ago in CRM App 0

Have Equipment show when Searching the Related Company/Division

At the moment when you search using a company's name, the equipment under that company does not show, despite things like contracts showing. However, when you search for the piece of equipment by name it shows it being under the division. It would...
Guest over 3 years ago in CRM App 0

Ability to Update Tasks from the Task List

Similar to other reports such as Opportunity where you can click on the edit/pencil icon and open a panel to amend the opportunity without moving away from the report. The abiluty to do this on a task list in order to quickly update notes/set a ne...
Guest over 3 years ago in CRM App 2 Planned

Confirm changes pop-up when editing fields

Customer would find it useful to have a 'Confirm to save changes' pop-up when editing fields or making changes on the CRM. Says at times, they may accidentally change information or edit a field without knowing - A confirm changes button or pop-up...
Guest over 3 years ago in CRM App 0

Default option for contact role drop down

When creating new business contacts & contacts within the CRM a customer would find it useful to be able to set a default option for the contact role. At the moment the user has to set something from the contact role drop down but for quick en...
Guest over 3 years ago in CRM App 0

Change Date of Note when adding note to activity

Sometimes users will add notes from meetings from the day before as they were out on the road & would like the note date to reflect when the actual meeting took place. At the moment you have to add the note and then change the date of the note...
Guest over 3 years ago in CRM App 0

Import Parked Orders & Backorders into Sales Transactions

An Unleashed customer would find it useful to import parked & back orders into the sales transactions. We would need to flag these orders as being parked & back orders as other Unleashed customers like to be able to report on just complete...
Guest over 3 years ago in CRM App 0

Adding a "LOST SALE" status

Its important to know why we didn't win a quote, instead of just closing the quote it would be nice to know we lost it and why .
Guest almost 4 years ago in CRM App 2 Already exists

Better visibility of integration import status

It would be useful for customers if there was more visibility of the import status and history in different parts of the CRM for cloud accounting systems such as Unleashed & Xero. Currently the only way to see when the last import complete, an...
Guest almost 4 years ago in CRM App 0

Autocomplete function in fields

In certain fields such as the search bar it would be useful if the system provided an autocomplete option so that if I typed Pro it would start to provide available options that matched Pro is Prospect etc. Having the autocomplete function would m...
Guest almost 4 years ago in CRM App 0