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Control Invoice To address for Sage Order Confirmation

Our order confirmation for Sage posts either the Division or Contact address into the 'Invoice To' address in Sage. Customers would like to be able to control this if they don't want us to overwrite what Sage already populates.
Guest about 4 years ago in Automation 1 Shipped

Add main division number under contact phone number

if a contact has their own number, the only way to get to the division number (e.g. if the contact number goes to voicemail) you have to click on the division. Could the division number be added underneath the contact one?
Paul Holland almost 7 years ago in  2 Shipped

When you've created lots of reports, it would be useful to be able to search for a report by name

Its hard to find reports by scrolling through a long list of tabs on the left. It's even harder when you dont know which group the report has been stored in. So, being able to search for a report (in this report group, or maybe an option to search...
Andrew Ardron about 5 years ago in CRM App 1 Shipped

Add Tool Tip To Report Group Icons

For new and migrating customers, the report group icons on the left side menu can be confusing and would benefit from a tool tip on them to avoid expanding the menu to the text. We do this with other elements of the interface i.e. search results e...
Guest over 4 years ago in CRM App 2 Shipped

Preview of stored email loses all formatting

Document 4294704 consists of a table showing leads purchased and amounts used. Stored in the desktop it retains its original formatting/table. In the Web UI I only got the content as a long list, which is worse than useless. I could not seem to op...
Guest over 6 years ago in  0 Shipped

Insert Into The Unleashed Order Lines Comment Field

When we confirms orders into Unleashed we should insert data into the order line comments fields. I looked in the Unleashed API and in the Unleashed Interface and the field is clear to see. Customers have raised the point to me and it seems like a...
Guest over 5 years ago in Unleashed 0 Shipped

Looks much nicer with Lighter background and rounded borders on dashboard (see video)

https://www.loom.com/share/f0d15d364a4746b8a389ef443c950193 Looks much nicer and cleaner with pretty much the same styling as the main pages I just did this: border: 1px solid rgba(0, 0, 0, 0.1) border-radius: 5px; I think we could also do wit...
Guest over 5 years ago in CRM App 0 Shipped

Unable to add more than 1 Country filter to a Report

A customer has noticed they're unable to filter a Report by more than 1 country using the Report Builder. This is problematic as they need to add in over 100 countries onto the Report, so will have to create separate Reports for just 1 email campa...
Guest almost 5 years ago in CRM App 2 Shipped

Preview of Document/Email Saved in CRM

When you send emails directly from the CRM you can view a preview of it. However, if you save documents/emails in the CRM there is no ability to see a preview. It would be great to have this feature so one could preview the document/email efficien...
Guest almost 6 years ago in CRM App 1 Shipped

CRM and mCRM quick order pad

I like the quick order pad, but I would also sometimes like to just be able to type product codes (or part of description), enter the qty and then tab onto entering the next item. I.e. adding multiple lines at a time but in a grid/excel style. All...
Andrew Ardron almost 9 years ago in  1 Shipped