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Integration

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Link with Hirepos

Will there be an Integration with Hirepos in the future
Guest over 1 year ago in Integration 0

Import Suppliers from Katana

A customer has raised that they would expect Suppliers to import from Katana
Guest over 1 year ago in Other 0

Ability to mark products as not sellable in PSCRM

Ability to mark certain products as not sellable in Prospect CRM so they are not visible in product searches for quoting and order processing. These should remain sellable in the inventory/ERP solution
Guest over 1 year ago in Integration 0

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest over 1 year ago in Unleashed 1 Already exists

Copy quote line descriptions to Unleashed comments

You can change the description of a quote line in CRM and add description only lines. Unleashed doesn't support having a description different from the products so when pushing orders into unleashed, if the description doesnt match it should be pu...
Guest almost 5 years ago in Unleashed 0

To reflect accurate timings of orders from Unleashed to Prospect

At the moment all orders placed via Unleashed are shown as of midnight from the Unleashed API and therefore they don't appear on Prospect in realtime. I would like to propose that this is amended to show orders on Prospect in realtime to make our ...
Guest over 1 year ago in Unleashed 1

Text message integration

We would really love to have a text message intregration like dial pad or the like
Guest almost 2 years ago in Integration 0

Problem follow up dates & escalation

when allocating a recently created problem to a individual, it would be good to include their line manager in the notification so they can be aware of the task that has been assigned and the urgency that it needs to be dealt with.
Guest almost 2 years ago in Other 1

Multiple options available on quotes

As we sell customized solutions, we would like to make quotes showing various options the customer could select. When options are selected, it will show the correct amount. Also useful to offer two different products and let the customer select wh...
Guest almost 2 years ago in Other 1

Update Leaderboard based on Invoiced Sales (or allow client specific designation)

Currently the leaderboard only pulls in sales data that is placed through Prospect while the Revenue tile comes from Invoiced sales. Can we either 1- change the Leaderboard to pull from Invoiced sales just like the Revenu tile, or 2- Allow our man...
Guest almost 2 years ago in Unleashed 0