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Pre warning notification on Data Importer

It would be useful for customers if the Data Importer (specifically creating companies/contacts) would tell you how many records are going to be created by the import. This would prevent a lot of customers from accidentally creating duplicate reco...
Guest over 1 year ago in Automation 0

Company name changing and not updating

the company name is accidently being changed by team members and they system has not tracing or accountability t make this stop or retrain those who do it - also as the details dont sink when updating between unleashed and prospect we cant find th...
Guest over 1 year ago in Automation 1 Already exists

the system to update all data including parent and child so when its updated in Unleashed it then updates in prospect - currently they dont talk after the first upload resulting and a multitude of data having to be reentered and cross matched

The fact that the system is not talking and updating creates lots of data mistakes and extra work
Guest over 1 year ago in Automation 1

Email notifcation when assigning to different account managers

Need to get email notification when assigning a record to a different account manager (whether it's Enquiries, Companies, etc.) e.g. when I change Account Manager A to Account Manager B in Enquiries/Companies, Account Manager B will get notified v...
Guest almost 2 years ago in Automation 0

Allow the document library linked documents to be linked in quotes

When we sell a product, we want to provide the datasheet. If I could provide a link to the datasheet in the quote, that would be great. The datasheet is in the library under a folder called "datasheets" and is linked to the SKU code.When I ship th...
Guest almost 2 years ago in Automation 3 Already exists

Support Quote department code for Sage

Sage appears to support setting a department code on the salesorder header, and each line, and the carriage item. Our current integration code only supports the department field on each line, and will get this from the CRM quote line, then the pro...
Guest almost 2 years ago in Automation 0

Send and Save button on Outlook

To be able to attached a sent email to CRM form Outlook when you press the send button.
Guest about 3 years ago in Automation 0

Add Support for Single Companies in the Missing Customer Import

With the introduction of the Single Company feature, some customers who deal with only single companies would like it if there was a way to import new accounts from the respective accounting system to the CRM as a single company. As it stands, the...
Guest almost 4 years ago in Automation 0 Already exists

Import default stock supplier from Exchequer

The proditemsupplier import for Exchequer only imports supplier records from the Alt Codes section of a stock item. Exchequer also has a 'Preferred Supplier' field on the Defaults tab of a stock item, which is not linked to the Alt Codes, and we d...
Guest about 4 years ago in Automation 0

Automation Manager - Read-only schedules

We would like for automation manager schedule configurations to be read-only by default. This would make them easier for customer to handle as they will only have to worry about making sure they are set up as services and will make them easier to ...
Guest over 4 years ago in Automation 0