Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2667 of 2667

Enter discount price to auto calculate discount percentage from List price.

As per Unleashed quotations - you can have the List price and then enter Discount price. This then automatically populates the % discount on your behalf.
Guest about 1 year ago in Automation 0

Enable Internal Quote and order notifications to specific Customers.

You can enable internal order notifications for all orders, however I would like to be able to send Quote & Order confirmations by division level to those Key Account Managers that look after those sites.
Guest over 3 years ago in  1

Viewing Tasks on Customer Detail Record

Ability to view if customer has open actions on the customer details page in addition to viewing actions in contacts.
Guest over 1 year ago in  0

Integrate "Required Date Field" from Unleashed into Prospect

In order to track the performance of our logistics & freight, we need to be able to measure the time difference between the customers "required date" and our "invoice date". A lot of our customers require DIFOT (Delivered In Full On Time) repo...
Guest almost 2 years ago in Unleashed 0

Sales Budget/Forecast by account and by product

I would like a page at division level where I can budget sales in volume and value by division and have an updated forecast figure and actual values against it as well. I would like to be able to see this in the product page so I can see the custo...
Guest over 1 year ago in CRM App 0

Ability to change the Tax Code in a quote for all items in Perform Bulk Action

A customer creates a basket online which I then move to a sales ledger which has no VAT (international customer). There's still VAT applied to the lines which I want to set to the Zero rate for all lines. Rather than going into each line one by on...
Guest over 3 years ago in CRM App 0

Rows per page - Allow more than 50 rows

As a user it would be useful to be able to display more than 50 rows per page.
Guest over 2 years ago in CRM App 1 Unlikely to implement

Send later option for emails

Can schedule emails to go to customers at a known time they will be at their computer. Or do an email then send the day theyb are back from day(s) off. Helpful when working in hospitality because of odd hours worked by many
Guest over 1 year ago in Other 0

Create items in Prospect CRM via the save to CRM add-on

As a user I can save emails into Prospect CRM using the save to CRM add-on. It would be good to be able to create items such as contacts, companies, problems and opportunities using the save to CRM addd-on. A user would click on the save to CRM ad...
Guest over 2 years ago in CRM App 0

Be able to filter out backing fields when exporting reports

When exporting a report that uses a column that consists of other fields (i.e Contact Name including Contact Surname and Forename etc), these backing fields that aren't selected but are used for the selected column are also exported. We should hav...
Guest over 5 years ago in CRM App 2