Select individual product attributes from Unleashed on a quote
When creating a quote there are several data points that are held under the attributes section in Unleashed that are relevant in a quote, such as case size and brand details. Currently you can only show all attributes in one column which are not a...
Make integration with phone companies to call from the CRM
Please make an integration with any phone providers to provide an ability to make call from the CRM and record the fact of the call (example is like the Nutshell CRM does). Thank you!
At the moment, the CRM does not support smart apostrophe from Cin7 and instead replaces with "Â ", we should handle this on import. This makes it hard to search.
Got confused that when you click on a task/recall it doesn't show the notes, and so wasn't aware that the 'Clear Task' was clearing that task rather than making a new one.
Include lot numbers for items in the stock levels tab for items
When looking at the stock levels of an item Prospect should also populate the lot codes of the items. This should be something that can be turned on or off depending on if it is needed by the user. We are a food manufacturer, and knowing the lot n...
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