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Group Output Format Settings - Hide Discount Column

It is great that you can hide the discount in the subtotal but please can a switch be added to hide the discount column on a PDF quote
Guest 8 months ago in CRM App 0

Add ability to disable the "Use Simple Quote" prompt when creating a quote under an opportunity

When creating a quote directly under an opportunity, the creation modal now shows a prompt to use a "Simple Quote" instead. Not all customers use the Simple Quote feature and do not want their users to have the option to create Simple Quotes. Ther...
Guest 12 months ago in CRM App 2 Unlikely to implement

Allow special characters to be used in file names

Some customers have special characters in their company names and they would prefer to use them when naming files, especially when sending/sharing documents to customers from CRM. Currently, the system will remove any special characters when uploa...
Guest about 1 month ago in  0

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 6 months ago in Unleashed 0

Goals' graph to display both Calendar Year and Financial Year

No description provided
Guest 7 months ago in Product Management 0

Bulk Edit Cost Price

There may be a items available from a manufacturer with project discounts available, such as a set further percentage discount from your regular purchase price, and want to bulk amend products. for example, if your regular discount is 30% less tha...
Guest 6 months ago in CRM App 0

When products feature on open quotes, this should move product categories to the 'Opportunity' section

When creating a quote within Prospect CRM, if a customer has not bought products within a certain product category previously, then the product category should shift to being within the opportunity section of the Magic Matrix. Feel this would be a...
Guest 6 months ago in CRM App 0

Option to create web baskets as quotation to allow tasks, activity and pipelines.

A customer would like the ability to have web baskets created as LeadQuotes (Quotations) to allow them to pass the order around the office (for updating requirements, machines, production data) as if it were entered manually in the CRM.
Guest over 5 years ago in CMS Editor 0

Quote-to-Order workflow: Confirm Delivery details

A customer has suggested a confirmation window for the deliver address when accepting a quote through the quote to order workflow. I can see this being helpful!
Guest 7 months ago in  0

Import Sales Person Onto Sales Order Header for Cin7 Core

We currently do not import the sales person onto sales order header for Cin7 Core. This would be a great enhancement to make as it would allow our users a better overview of the sales processed in Cin7 Core.
Guest 9 months ago in Cin7 Core 0