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Hide GUID for Unleashed customers on Sales Ledger Record

A customer would prefer not to see the Unleashed GUID for each customer account on the sales ledger record as the average user doesn't need to know about GUIDs instead just want to see the customer account code. The GUID is currently shown as the ...
Guest almost 3 years ago in CRM App 0

Custom field for dropdown on documents

You are currently unable to add a custom dropdown field on documents.
Guest almost 3 years ago in CRM App 0

Add activity to the record when a customer rejects/approves a quote

When a customer approves/rejects a quote using the quote-to-order workflow authorisation buttons, we should also log this to the activity log on the relevant record to say they rejected/approved in response to this document <link>
Guest almost 3 years ago in CRM App 0

Display a banner on a quote that failed when approved by customer

When a quote with quote-to-order workflow authorisation buttons is approved by the customer, but fails to confirm, an email is sent to the sales person of the opportunity, but it would be helpful to display a banner on the record saying "This quot...
Guest almost 3 years ago in CRM App 0

Order confirmation email for internal users

When an order is confirmed it is possible to have an automated email go to the customer.When an order is confirmed it should be possible to have an automated email go to an internal contact at the customers company i.e. sales@prospectsoft.com.The ...
Guest almost 3 years ago in CRM App 1 Already exists

Inputting an address should be easier when creating a new business contact

When creating a new business contact and adding an address it would be useful if there was text in each of the address line fields to indicate what should go into the address line i.e. Address line 1, Address line 2, Address line 3 (Suburb), Addre...
Guest almost 3 years ago in CRM App 0

Change parent for B2C when accidentally placed under a company

You can change the parent of a B2C contact to be under a company, whilst this may be useful you then can't make it back to be not under a company. Say you accidentally move a B2C under a company, currently the process to change this back is to rev...
Guest almost 3 years ago in CRM App 0

Store Invoice Number on Quote Records once generated in integrated Inventory/Accounts System

A Sage 50 customer would find it useful to have the invoice number stored on the quote record once it has been generated in the integrated Inventory/Accounting System. The purpose of having it stored on the quote record is to then be able to send ...
Guest almost 3 years ago in CRM App 0

Product burn down report

We capture the historical sales transactions for products and we know how many units are available for each product. As a user it would be good to know how long a particular product will last until it has sold out. Having this information will all...
Guest almost 3 years ago in CRM App 1

Can't set the default value on Opportunity Source

Opportunity Source Defaults to Unknown and there is no way to change this.
Guest almost 3 years ago in CRM App 0