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Have a summary field at contact level

A customer has suggested it would be handy to have a summary field at contact level, in addition to the summary fields at division, lead & problem level.
Guest over 6 years ago in  1

Stock details hierarchy

We say we're a stock aware CRM business but we don't have any details specifically dedicated to stock (potentially apart from product). I think we should have a - Stock level: with various reports about overall stock among all warehouses, perhaps ...
Guest over 6 years ago in  0

Make adding a contact mandatory in Opportunities and Quotes

Make adding a Contact mandatory when creating an Opportunity and Quote?
Guest about 3 years ago in CRM App 0

Display Turnover, Profit and Margin on Quote Detail

Can we display the turnover, profit and margin on the main quote detail screen rather than just the analysis page. This is currently available within the desktop, or can we add these as options to display within the screen customiser?
Guest over 6 years ago in  0

Allow sales orders to have Source activity similar to sales quotes

Currently on sales orders and quotes you can add a field for Marketing source. Only on quotes does it show an option to add a related source Activity. It does not make sense why on sales order this option is not available
Guest over 3 years ago in CRM App 0

Invoice Order as complete but keen order as parked

It would be useful to push orders to Unleashed as invoiced if the customer has already paid but they order hasn't yet been shipped
Guest over 3 years ago in Unleashed 0

Allow N/A margin to be editable

When there is no price for a product the margin % comes up as N/A. This is greyed out and not editable. You have to put a dummy price in so that a margin appears and only then can you edit the margin to what you require the price to be calculated at.
Guest over 3 years ago in CRM App 0

"Sample" Power BI for free trial data

Probably only want this for free trials, rather than existing, but here is a url we can use which i think is "obviously a sample" - in fact it is an entirely ficticious "example" from microsoft. We can probably do something else later but for now ...
Andrew Ardron over 6 years ago in  0

Filters list should filter the filters

Or, put more correctly, the filters you select should filter the product search results (as it does already) but then, the products that you see in the search results should filter the filter categories as well as the filter attributes. I.e if you...
Andrew Ardron over 6 years ago in  0

Equipment - Batch Import Tool

It would be good to have an import tool for uploading equipment details in a batch - as per the contact/ companies import feature
Guest over 3 years ago in Product Management 0