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Show overdue balance on Aged Recevables

The aged receivables is great for showing any outstanding balance on a sales ledger. However, it would be useful to our customers if the sales team were able to see the overdue balance of their sales ledgers. This would help the sales team to be a...
Guest about 1 year ago in Integration 0

To Prioritise recalls set

I think it would be useful if we could colour code the recalls to prioritise your recall list. E.g. any set to green would be a priority in your list on any given day. A traffic light/ number priority drop down might work well so that key recalls ...
Guest about 3 years ago in Other 0

QuickBooks integration with Pipeline

Could be a suggestion for the next update to enable a QuickBooks integration that would recognize any sale registered through the QuickBooks integration and update the Pipeline status from Prospect to Customer (if Prospect Customer Type is configu...
Guest 9 months ago in Quickbooks Online 0

Import EORI numbers from Unleashed

EORI numbers are currently present in Unleashed so why can they be imported?
Guest over 2 years ago in Unleashed 0

Integrate with Unleashed at Company Level for Company Group Field

Another form of categorization for customers that we could pull from Unleashed
Guest over 1 year ago in Unleashed 1

Magic Matrix - Sales Analysis

It would be useful if when in the Magic Matrix - on the sales analysis section, we can click onto a certain category and see the date when brought. Also to limit the amount of history the matrix looks at, for example, if a customer purchased a pro...
Guest about 2 years ago in Other 0

SO on Prospect when syncing with Unleashed to use same SO

At the moment we create a SO in prospect. When it syncs with Unleashed it pulls through the information of the SO but then gives it a completely different SO order number. No sure why this is but it would be great for the SO numbers to be the same
Guest over 2 years ago in Unleashed 0

Klaviyo unsubscribed contacts go to Suppressed list

Currently contacts who are unsubscribed go to Klaviyo as 'Never Subscribed' status which isn't necessarily the best handling. Placing these contacts into the suppressed list will avoid emails being sent out incorrectly etc.
Guest over 1 year ago in Klaviyo 0

Sync with Klaviyo's custom property box

It would be great for when setting up Klaviyo connection to be able to map certain fields to the custom property field in Kaviyo. Allows the integration to be more powerful and useful for email marketing. 'This is a really powerful feature of Klav...
Guest over 1 year ago in Klaviyo 0

Add support for Segments in Klaviyo

Segments are well used in Klaviyo and it would help when sending email marketing. A list of all Lapsed customers and within that have them segmented for the discount they receive. Would make the integration much more powerful as a marketing tool.
Guest over 1 year ago in Klaviyo 0