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Unleashed

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Post Sales Account to Unleashed

Unleashed has a field called Sales Account on orders, a customer has given feedback that it would be useful for them to be able to set this on the quote/order level and then have this be sent through to Unleashed
Guest over 1 year ago in Unleashed 0

Import 'Can Assemble' field from Unleashed

Would be good to see the Unleashed Field 'Can Assemble' be imported into the CRM on products.
Guest over 1 year ago in Unleashed 0

Customers Duplicate Purchase Order Numbers

In Unleashed if a customers purchase order has already been used, its flags it, could the same be done in Prospect? Prospect already prompts you if you confirm an order that nothing is entered into the customer reference and also another prompt is...
Guest over 1 year ago in Unleashed 0

Unleashed - Dispatched Orders

Could you please when an order is dispatched in Unleahshed have it show in Prospect under the customers account?
Guest over 1 year ago in Unleashed 0

Copy quote line descriptions to Unleashed comments

You can change the description of a quote line in CRM and add description only lines. Unleashed doesn't support having a description different from the products so when pushing orders into unleashed, if the description doesnt match it should be pu...
Guest about 5 years ago in Unleashed 0

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest almost 2 years ago in Unleashed 1 Already exists

To reflect accurate timings of orders from Unleashed to Prospect

At the moment all orders placed via Unleashed are shown as of midnight from the Unleashed API and therefore they don't appear on Prospect in realtime. I would like to propose that this is amended to show orders on Prospect in realtime to make our ...
Guest almost 2 years ago in Unleashed 1

Update Leaderboard based on Invoiced Sales (or allow client specific designation)

Currently the leaderboard only pulls in sales data that is placed through Prospect while the Revenue tile comes from Invoiced sales. Can we either 1- change the Leaderboard to pull from Invoiced sales just like the Revenu tile, or 2- Allow our man...
Guest about 2 years ago in Unleashed 0

Integrate Shipping details from Unleashed

Unleashed has not only the sales invoice details, but also a tab for shipping. Clients ask sales associates all the time for this detail, but we are unable to view this at the moment in Prospect.
Guest about 2 years ago in Unleashed 0

Live quote updates to Accounts system

A customer request that confirmed quotes from prospect, that go to an accounts system remain connected. What they would like to see is if they require a change to the order such as an additional quantity or newly agreed price; both system update t...
Guest over 2 years ago in Unleashed 1