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Unleashed

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Allow default status for passing orders to Unleashed to be set

Some users may instead want placed to be the default status
Guest 10 days ago in Unleashed 1

Support Custom Order Status in Unleashed

Unleashed allows users to set non-default statuses for their Unleashed Orders, we should give users the option to add Custom order statuses to the CRM which can be used in the "Accounts Order Status".
Guest 3 months ago in Unleashed 1

Pop up text box functionality for product lines in quotation screen

Popup box with personalised text for products that can be seen when the product is added to a quote - i.e. to show current lead times for stock if "ordered today". Perhaps sync'd with Reminder box in Unleashed.
Guest 9 months ago in Unleashed 0

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

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

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

Sync Unleashed quotes with Prospect CRM Quotes

We normally add quotes in Unleashed but it would be great if these could be synced into the relevant customer account in Prospect to schedule follow-up on quotes within a time frame. Also, if you could automate the expected follow-up time for quot...
Guest 11 months ago in Unleashed 3

Adding Batch Number assignment to Prospect CRM - for Unleashed customers

It would be great if we could allow customers to assign batch numbers or batch number 'rules' when creating an order in Prospect and then going to push it through to Unleashed. This is particularly useful for customers selling food/beverages (our ...
Guest 7 months ago in Unleashed 0

Sync delivery phone number on Sales Order to Unleashed

It'll be really helpful delivery phone number is synced to Unleashed so customers do not need to go to Unleashed and manually enter it from there, which cause double handling.
Guest about 1 month ago in Unleashed 0

Integrate "Required Date Field" from Unleashed into Prospect

In order to track the performance of our logistics & freight, we need to be able to measure the time difference between the customers "required date" and our "invoice date". A lot of our customers require DIFOT (Delivered In Full On Time) repo...
Guest about 2 years ago in Unleashed 0