add additional associated contacts to opportunities and problems for quick reference email chains.
either have the ability in the add contact section of the opportunity/problem to add associated emails. EG supplier contact, third party contact OR have the opportunity/problem automatically recognise CC/email address that has been sent to the act...
We have a large number of rental orders that recur every month which have to be imported in to Unleashed. Several hundred. It would be great to have the function in Prospect to bulk import these sales orders.
A quote has 10 different rows / items and we need to refer to them as items 1.01, 1.02, 1.03 for instance. So we need to add a column that auto sequences to do this. Ideally this would happen automatically. For that you would want either the 'ID' ...
Automation Manager to send notification when a process stops working
For example the order confirmations process stops working on occasion and it can take an hour or more for someone to realise that orders aren't going into exchequer. If a process fails to run, it should send a notification email to let us know and...
when adding a sales order, there is no recall function like there is for quotes and opportunities. We often require further actions even once ordered. if you hadd it as a quote, it then skews reports to show quotes raised, as it is in fact an orde...
Frequently our company shares links to folders that include even more folders and then individual documents. It would be a nice feature to be able to store and share folders of documents rather than just the individual documents.
Stop automation manager mapping drives as system user
If the automation manager maps a drive as the system user this can break the mapping for normal windows users. We are currently setting up automation manager as normal windows users but it would be a really good idea if we stopped automation manag...
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