Product Extended Description is being Import in HTML Text
Customer has added product Extended Description in the "Short Description" and "HTML Field" in DEAR but the CRM is currently importing them into the same field under "Internal Notes", we need to separate the 2 field to its own designated field in ...
Show Sales History for Cash Account Delivery Addresses (Unleashed)
Some Unleashed customers would find it useful to be able to report on sales by cas h account delivery address. At the moment the delivery address table is not linked to the sales history table that we import from Unleashed
The ability to add help text to report column names
As a user it would be good to be able to add notes/ help text/ descriptions to the column headings in a report. Having this text will make it easier for other users to understand the data that is in a column i.e. if there are multiple date fields ...
It would be useful for customers if there was more visibility of the import status and history in different parts of the CRM for cloud accounting systems such as Unleashed & Xero. Currently the only way to see when the last import complete, an...
Within Prospect CRM a customer is considered as onboarded once they have placed four or more orders.It would be useful to have a report that shows customers that have not been fully onboarded. The report should show: All customers that have placed...
Frequently our company shares links to folders that include even more folders and then individual documents. It would be a nice feature to be able to store and share folders of documents rather than just the individual documents.
Make it easier to see what product item you have been updating in product list
We have lots of product with very similar descriptions and stock codes and when updating the product details it is a nightmare trying to figure out which one i have just been working on, especially if i get stuck on a call. For example i have been...
In certain fields such as the search bar it would be useful if the system provided an autocomplete option so that if I typed Pro it would start to provide available options that matched Pro is Prospect etc. Having the autocomplete function would m...
The Sales Transaction Product Cube is a useful reporting entity and the Top Products report is great. It would be useful to expand on what is available and create the following entities: Sales Transaction Product Cube by (Standard Industry Code) S...
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