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Small Photo Preview in Prospect Library

It is difficult with tons of photos in the library to small have a small preview as you scroll down the list of uploaded photos. We should not have to open each photo to see what it looks like.
Guest over 1 year ago in Other 0

Ability to add Unleashed delivery contact details when adding an order in Prospect

The field 'delivery contact' in Unleashed controls the mobile number and specific instructions to be printed on the packing list. We can't add this field to an order taken in Prospect. The result is we're not adding all orders through Prospect (as...
Guest almost 2 years ago in Unleashed 0

Integration with Veeqo

Create an Integration with Veeqo (Amazon Ecommerce) to get this sales information into the CRM.
Guest over 1 year ago in Integration 1

Disable specific contacts from syncing to Unleashed

With the current two-way contact sync, users need to manually create a Contact in Unleashed from the CRM using the 'Sync to Unleashed' button. However, there's no way to stop the sync once it has started. It will be great if there's a way for cust...
Guest 4 months ago in Unleashed 0

Special Prices for product categories for specific customers

Hi there, I think it's essential to be able to create special prices for certain customers on Prospect - not applied to all products, just some categories of products - which is something Prospect doesn't allow at the moment. Right now, not having...
Guest almost 2 years ago in Integration 0

Katana - import ingredients cost and operations cost

In Katana on a product's record you can select if you 'make this product' or if you 'buy this product'. If you buy the product, you can only then set the product price field, which is the field that we use to get cost price from. However, if you '...
Guest over 1 year ago in Integration 0

Have the option to 'Open in Unleashed' in Sales Analysis reports

If you go into Sales Transactions on a company, there is a column that gives you the option to open in Unleashed/Xero etc. Also having this option in the Sales Analysis tab under the 'By Month' and 'By Orders' reports would be beneficial.
Guest over 2 years ago in Other 0

Option for Dashboard tiles to only show paid invoiced revenue

It would be nice if when you select to use the Invoiced Revenue if there was an option to use either all invoices regardless of what the paid flag on the sales transaction is set to and another option to only take into account the paid invoices
Guest about 2 years ago in Unleashed 1

Replies to emails sent from Prospect

When sending emails to customers out of Prospect and that person replies back, how do you keep the email trail going if that persons email doesnt automatically sync into prospect upon landing in Outlook. I used SAGE a few years ago and it did exac...
Guest over 1 year ago in Other 0

Use Address Default Delivery Instruction on Unleashed Sales Orders

Within Unleashed you can setup a default delivery instruction for each of the saved addresses. Currently when we confirm an order from the CRM into Unleashed, we overwrite the delivery instruction with whatever is entered into the delivery note fi...
Guest almost 2 years ago in Unleashed 0