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Unleashed

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Create Customer in Unleashed to create contacts

Company and contacts do not copy over to unleashed software completely when you use the create in unleashed button.
Guest almost 2 years ago in Unleashed 9 Planned

Import Sales Person from Unleashed Sales Orders to Sales Person in the CRM

We have had feedback from a customer that they are unable to use the Sales Rep Dashboard as they don't process orders in the CRM. It would be useful if we could also import the Sales Person on Unleashed created sales orders to make this work
Guest over 1 year ago in Unleashed 0

Import Sales Shipments

A customer has given feedback that it would be useful to be able to view sales shipments within the CRM so that they could check to see if an order would be dispatched
Guest over 1 year ago in Unleashed 2

Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Guest 10 months ago in Unleashed 3 Already exists

Add handling for Serial numbers added to Unleashed invoice after initial creation

Currently when importing invoices from Unleashed, equipment will be created and any serial numbers on the lines will be set on the equipment at creation. If there are no serial numbers set at the time the equipment is created, this will not be upd...
Guest 11 months ago in Unleashed 0

Moving contacts in CRM to move contact in Unleashed

As part of the Unleashed 2 way sync, we currently do not have any functionality to support when a contact has it's parent changed from one company to another. Adding this would add a better user experience and increase the ease of contact manageme...
Guest 11 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 2 months ago in Unleashed 0

import Unleashed International Commerce Code on Products

import Unleashed International Commerce Code on Products
Guest 11 months ago in Unleashed 1

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...
Guest 5 months ago in Unleashed 0

Sync Physical address from UNLEASHED to customer details page rather than postal - or have the option to choose default

No point having a map to show where the PO Box is - Physical location is key - especially when using a mobile device on location
Guest 3 months ago in Unleashed 0