Mark an individual branch of a company (child) as closed
Some branches of retail chains close down as others open. At present there is no option to close an individual branch without separating it from the parent company so all history for the branch existing within the parent group is lost.
Account Managers Permissions to edit unassigned accounts and read-only for other accounts
When enabling account manager permissions to only see their own, it would be great if they could also view and change unassigned and view only all other customers. This way a sales person will not contact another sales persons contacts as there is...
It would be really useful as part of our Quality Control procedure to print off details filed under a problem. At the moment only registered users of the CRM can view the problem, I want to be able to print off an share with Senior Production / Op...
Hi, it is critical for us as a business to be able to set the 'order date' as a date in the future. At the moment you can set this, but then it auto-reverts to todays date when it gets pushed through to unleashed. Please can you implement an optio...
Prospect Inbox/Panel for new non directional prospective emails
Emails which are BCC to Prospect with no linking contact within Prospect become void and are lost. Other CRMs incorporate a side panel or inbox to accommodate these emails with no contact link which can then be changed or deleted as the customer r...
I have recently had you guys import my contact database. For some reason there are no Firts/Lastnames included. It would be nice to be able to filter these fields on the ABSENCE of data
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about 2 years ago
in Admin Portal
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