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Allow Mailchimp tagging from within the contact screen instead of having to create reports

Currently, there is no option to simply add a Mailchimp tag to an individual contact. You have to set up a report to tag individuals. It would make life easier if the indvidual can be tagged at any time. For example, if they fill out a contact for...
Guest 10 months ago in Mailchimp 0

Create Contacts under Company Group

We have business customers who have multiple stores/sites that purchase separately, but are the one parent company.These are set up with a company group where each respective site/store is nested under (with the company group as the parent).Often ...
Guest almost 2 years ago in Other 1

Syncs Quotes to Cin7 Core

Having the CRM to be able to push through the unconfirmed Quotes to Cin7 Core: Regarding syncing quotes with Cin7 Core, it would be beneficial to have the quotes generated in Prospect also available in Cin7. This way, any team member who doesn't h...
Guest 11 months ago in Cin7 Core 1

Option to create CRM contacts in Unleashed through Two Way Sync

It will be great if there is an option in the CRM for the User to specify if they want the CRM contact to be created in Unleashed. A customer would like to create new contacts in Unleashed through the two way sync as there is no real distinction b...
Guest about 1 year ago in Unleashed 0 Available as Preview Feature

Import Commerce Code, Customs Description and Country of Origin from Unleashed Products

Customers would like to perform interstat reporting from their workspace to monitor the movement of goods within the EU/internationally. Importing Commerce Code, Customs Description and Country of Origin would give them a better overview of this i...
Guest 10 months ago in Unleashed 1

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We ...
Guest 4 months ago in Access Dimensions 1

Day trip planner for visiting clients

A day trip planner where you can put all your customers in that you need to see for the day, it has their business name, contact details, address and a time that you have booked the app for. You can then sort the customers by time slots.
Guest 4 months ago in Other 0

Sales Transactions lines for Order to showing Outstanding Delivery

The delivered column, for sales transaction (order) lines, currently shows the total amount delivered for that order. It would be a nice addition to add a column for outstanding delivery. This could simply be the amount ordered subtract the amount...
Guest 4 months ago in Access Dimensions 1

Add option to Sync Sales Order Group/Customer Type with Industry

Sales Order Group and Customer Type are fields in Unleashed that are commonly used for segmenting customers. It would be useful if these could be synced with the Industry field so that they are sent to integrated email marketing systems.
Guest about 1 year ago in Unleashed 1

Two way sync for Company with Cin7 Core/DEAR Inventory

It will be very useful and helpful to customers using Cin7 Core/DEAR Inventory that when they update the company details in either system, the change is reflected in both CRM & Cin7.
Guest over 1 year ago in Cin7 Core 2