Product Suggestions
ADD A NEW IDEA

All ideas

Showing 2666 of 2666

Address Field Labels

Address field labels would really help the accuracy of data entered if you're not using any address lookup software
Guest about 9 years ago in  0

Quick CRM Migration Tool for New Customers

Whilst looking in to other cloud platform providers, I found a great looking service from Quickbooks. One of the concerns for new customers will be the migration of their customer data from their existing CRM system. As a result, I think it would...
Guest about 9 years ago in  0

Create yourself as part of CRM trial sign up

When running through the trial, it would be great if the process could take your company and contact details and create a record with their details in the customers CRM, with a particular company type to help distinguish that it is not a customer ...
Guest about 9 years ago in  0

Upload your logo during free trial sign up

When running through the free trial sign up process, can we give the customer the ability to upload their logo. For eCommerce trialists, this logo could then automatically populate the place where a logo should be on the template. For CRM trialis...
Guest about 9 years ago in  0

"Onetastic" style CRM Calendar report

There is a plugin available for One Note called onestastic https://omeratay.com/onetastic/ which basically adds a bunch of time saving features to OneNote. One thing that Michael Anderson from Carl Stuart recently brought to my attention was the r...
Guest about 9 years ago in  0

Default List Price for Cin7 Omni

We allow work spaces connected to Cin7 Omni to select the Cost Price Tier on this system setting (Default Cost Price for Cin7 Omni). However, we do not have this functionality available for the List Price of the product. If a business generally se...
Guest 6 days ago in Cin7 Omni 0

Map enquiry form fields to Summary (Description)

Currently the Enquiry Form editor mappings is hardcoded to a list of fields that doesn't include Summary (Description). Customers would find it useful to be able to map a text field on an Enquiry form to this.
Guest 10 days ago in CRM App 0

Remove deleted records from Search Results

Remove deleted companies from search results. In particular filtered search results.
Guest 13 days ago in Automation 0

Magic Matrix to be able to search by Unleashed Sales Order Groups

Currently you are only able to search the CRM companies, having the ability to bring the Sales Order Groups options over from Unleshed (and to search by) would mean you could see all sales history for the groups, which currently only shows as indi...
Guest 14 days ago in Unleashed 0

Being able to view the tagged Contacts that have been tagged via "Tag in Mailchimp" in the CRM

Once we have tagged Contacts in Mailchimp via the "Tag in Mailchimp" option, would be helpful if we can view the tagged Contacts in the CRM such as in reports.
Guest 17 days ago in  0