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Include existing sub-assemblies in BOM buildable quantity calculations

Currently if there are any existing quantity of a sub assembly for a BOM product, this will not be taken into account for the BOM product buildable quantity calculations, and it will only calculate how many can be made with the buildable quantity ...
Guest about 1 year ago in CRM App 0

Better colour support for branding section

The Branding section in the CRM only supports hexadecimal colour codes and does not have a color swatch selector like the Company Types configuration does. Some customers have branding guidelines that have RGB codes in the format (RRR,GGG,BBB) whi...
Guest about 1 year ago in CRM App 0

Filter dashboard by territory

Allow dashboard to be filtered by territory so that each territories' performance can be monitored at a glance.
Guest over 1 year ago in CRM App 0

Clarify that two way sync requires a user to be salesperson in Unleashed

When enabling the two way sync, it will no longer check that the CRM user is an account manager, and instead check that this user is linked to a salesperson in Unleashed, if not, it will not show in the CRM account manager drop down. This is becau...
Guest over 1 year ago in CRM App 0

Enable importing custom field data with Enquiries

Using the data importer, importing enquiries does not provide a template, and instead there are a list of column headings that can be imported. This does not include any custom fields that the users might want to set. It would be good if we could ...
Guest over 1 year ago in CRM App 0

Show preview of email when saved into workspace from inbox

When saving an email into your workspace from using the Save to CRM add-in a preview of the text in the email is presented without having to open it. If you save an email using your workspace inbox address this does not give the same preview. It w...
Guest over 1 year ago in CRM App 0

Seperation of Admin Accounts

In order to meet Cyber Essentials Plus standards user need to have seperate accounts for their Admin logins and normal user logins. Currently the only way to do this is to set up 2 user accounts, which would create an extra charge to be able to se...
Guest over 1 year ago in CRM App 0

Change wording of quote to order workflow buttons

Customers may like to change the words used on the quote to order workflow buttons to better match their company branding.
Guest over 1 year ago in CRM App 0

Color coded pipeline status on Kanban mode

Customers want to have different color for each stage so it's easier to track the status and differentiate every stage in the pipeline.
Guest over 1 year ago in CRM App 0

Bulk raise quotes in a campaign

When a customer is running a promotion, they may have a specific basket or set of items that they are running a promotion on. Instead of emailing these to their customers and then raising each individual quote, it would be beneficial if they could...
Guest over 1 year ago in CRM App 0