Adding restrictions to customer types so users can see certain types of customers but not others e.g. taking calls and adding notes when colleagues are OOO.
Add Quote & Sales Orders to Leaderboard section on Sales Manager Dashboard
A customer would find it useful to also include sales orders put directly under contacts within the leaderboard section on the sales manager dashboard. Currently this only includes opportunities sales person. Therefore, we would need to update the...
A customer would like to be able to exclude certain customers from the RFM & the missing orders alerts section. For example a customer appearing in the missing orders section could be a customer they already know are transitioning away.
Use Unleashed Product/GUID or Obsolete Products from Within CRM
In unleashed API documentation it specifies that the SKU can only be set when creating a product, but clearly you can actually change it later on. We need to rework our integration to use the GUID as the primary key. This is actually quite a bit o...
Customers would like to be able to update CRM records from a CSV like you can do with the products export & import. The way this could work is that they can export the data & then make their changes within the CSV, to then re-import this w...
Some customers would like to restrict users from being able to create sales ledgers. This could be a user permission that you could grant to certain users.
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