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Add more Credit Card Providers

It would be useful because you never know what credit card provider a company uses, and we believe it would be best to have integrations with as many providers as possible.
Guest over 2 years ago in Integration 0

Ability to favourite companies/contact on Dashboard for quick access

It would be good have the ability to choose and favourite up to 10 (or more) companies or contacts that we deal with on a daily basis and have them on our overview dashboard so we can have quick access to them to put orders on for them. At certain...
Guest over 2 years ago in CRM App 0

Add more options on Rows Per Page to edit order of products on Product Manager

Allows you to change the order of all Products in the product manager as right now you cannot change the order with 50+ Products because you can't move them over multiple pages.
Guest about 5 years ago in Product Management 1

Make customer order reference a unique field

The customer order reference number is a free text field. Customer order reference numbers are unique and so it would be useful if there was validation in the system that would not allow a user to enter a customer order number that has already bee...
Guest over 2 years ago in CRM App 1

Add functionality to support discontinuing products

Add the functionality to mark products as being discontinued, so that they can be marked in the CRM that they are discontinued, include a warning that no future stock will be arriving, and add this on the website so that customers are aware that t...
Guest over 2 years ago in CMS App, Websites & eCommerce 0

SMS/WhatsApp integration

A customer has recently highlighted that they use SMS quite a bit for sales correspondence. It would be fantastic to manage this correspondence through Prospect in order to keep all sales communications in one location.
Guest over 2 years ago in Integration 1

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

Option to disable email confirmations when downloading data report is complete

No description provided
Guest over 2 years ago in  0

Clarify Price Display options in CMS product plug-in

"Display Discounted Price" and "Display Your Discount" CMS options in the Product plug-in will only output anything if "Display Your Price" is also checked. This is not clear or obvious in the UI. Can we update the plug-in UI to make the "Discount...
Guest over 2 years ago in CMS Editor 0

Bulk / Mass import orders

We have a large number of rental orders that recur every month which have to be imported in to Unleashed. Several hundred. It would be great to have the function in Prospect to bulk import these sales orders.
Guest over 2 years ago in Automation 0