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a feature to create cycles for follow up

It would be good to have a feature for specific customers, we may want to say contact them every 4 weeks or 8 weeks. I note there is AI that tells us which customers are at risk of not ordering during their normal cycle, but I think this feature i...
Guest almost 3 years ago in CRM App 0

Option to have reports on CRM based on Invoices

Currently, reports are based on orders sent; creating reports based on invoices sent would be a helpful option for business optimisation
Guest almost 3 years ago in CRM App 0

Copy Email/Phone number button

Currently there is no easy way to copy an email address without going to a contact record. Many customers send emails from other mail clients so a button to copy the email address or phone number easily would be beneficial. Example screenshot from...
Guest about 3 years ago in CRM App 0

Show negative & neutral closing status at end of pipeline along top of record

A customer has noticed that when you close a problem using a negative or a neutral status it highlights the statue where you closed it from. They would prefer that it sits at the end of the pipeline like what happens when you close a problem using...
Guest about 3 years ago in CRM App 0

Reduce line spacing on list item rows to allow more rows to be in view

When dealing with a large number of lines on a list report (quote lines, price bands, products etc) combined with a page row count setting of 50, there is an awful lot of scrolling required. Reducing the line height would reduce this.
Guest about 3 years ago in CRM App 0

Rework vatregno on quotes and companies

Currently the vatregno field exists on the quote and division record, but it is not visible to the UI and is only used in the background for EC Vat. We could rework this system in order to synchronise something into this field for every division a...
Guest about 3 years ago in CRM App 0

Exclude Customers from Needs Engagement

A customer would find it useful to be able to exclude customers from the needs engagement report tile on the account management dashboard. Some of these companies may not have much interaction so do not need to be monitored in this section.
Guest about 3 years ago in CRM App 1

Data Import - Import additional contact addresses via 'Data Import'.

Import additional contact addresses via 'Data Import'. We have companies on the CRM with multiple contacts based at different locations around the country and if there was a quick way of importing these in that would be very handy!!!
Guest about 3 years ago in CRM App 0

Auto populate Tax Code and Price List upon Unleashed account creation

Automatically populate the Tax Code and Price List fields in the Sales Ledger creation screen with what those fields are set to for the Company that the Sales Ledger is being created under.
Guest about 3 years ago in CRM App 0

Move location of Use Default Mail Client Button in Send Email Screen

A customer is sometimes clicking the Use Default Mail Client button instead of the Send button by accident. This results in the email you have just composed being closed and the default client opening with a blank email. We should move the Use Def...
Guest about 3 years ago in CRM App 0