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Update prices via Export/Import Product Item Tool

A customer has imported products into the CRM that are not in their integrated accounts/inventory management system. This is due to not selling these products that often so they don't hold this catalogue. They need to perform an annual price incre...
Guest over 3 years ago in CRM App 0

Have Equipment show when Searching the Related Company/Division

At the moment when you search using a company's name, the equipment under that company does not show, despite things like contracts showing. However, when you search for the piece of equipment by name it shows it being under the division. It would...
Guest almost 4 years ago in CRM App 0

Ability to Update Tasks from the Task List

Similar to other reports such as Opportunity where you can click on the edit/pencil icon and open a panel to amend the opportunity without moving away from the report. The abiluty to do this on a task list in order to quickly update notes/set a ne...
Guest almost 4 years ago in CRM App 2 Planned

Confirm changes pop-up when editing fields

Customer would find it useful to have a 'Confirm to save changes' pop-up when editing fields or making changes on the CRM. Says at times, they may accidentally change information or edit a field without knowing - A confirm changes button or pop-up...
Guest almost 4 years ago in CRM App 0

Default option for contact role drop down

When creating new business contacts & contacts within the CRM a customer would find it useful to be able to set a default option for the contact role. At the moment the user has to set something from the contact role drop down but for quick en...
Guest almost 4 years ago in CRM App 0

Larger area for editing article/product text

The article text and product descriptions windows are very small and do not make it very easy to edit the text within. Please please please could you make them bigger or make them a pop out window, as was done previously in V6.
Guest over 7 years ago in  1

Change Date of Note when adding note to activity

Sometimes users will add notes from meetings from the day before as they were out on the road & would like the note date to reflect when the actual meeting took place. At the moment you have to add the note and then change the date of the note...
Guest almost 4 years ago in CRM App 0

Import Parked Orders & Backorders into Sales Transactions

An Unleashed customer would find it useful to import parked & back orders into the sales transactions. We would need to flag these orders as being parked & back orders as other Unleashed customers like to be able to report on just complete...
Guest almost 4 years ago in CRM App 0

User rights/permission/role overview

For ease of user administration it would be nice to have a table with all the users and their rights/permissions
Guest over 7 years ago in  0

Link core entities to the relationships

Customers would find it very useful if the core entities were link to the relationships e.g. problems to relationships, as in the report entity it is not possible to link from problem to the relationship so they wouldn't be able to run a report.
Guest almost 4 years ago in  0