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Assign contact to company group

Currently in Prospect CRM there is a company group object, but no means of associating a single CONTACT to that company group. This is not helpful for communications with a contact with a single email address who is managing operations at several ...
Guest 7 months ago in Product Management 0

Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Guest 9 months ago in Unleashed 3 Already exists

Able to auto-cc another email address when sending emails from CRM

It will be helpful if customers can set a specific email address to be cc-ed/bcc-ed in their quote emails when sent from CRM instead of typing it on every emails.
Guest 9 months ago in CRM App 1

Support Custom Order Status in Unleashed

Unleashed allows users to set non-default statuses for their Unleashed Orders, we should give users the option to add Custom order statuses to the CRM which can be used in the "Accounts Order Status".
Guest about 2 months ago in Unleashed 0

Print invoice directly from sales order page

Providing a button on the sales order page would be hugely beneficial for businesses who still print orders. Having to go to documents create one, name it, save it then print it does take quite a while especially if there are constant orders comin...
Guest over 2 years ago in CMS App, Websites & eCommerce 0

Cannot add to Campaign Activity from Customers Near Postcode Report

It is currently not possible to run a report of customers near a postcode and then add those customers to a campaign activity.
Guest over 1 year ago in CRM App 0

Exchequer Sales Ledger Creation - Make fields Mandatory

Some fields are important to customers in Exchequer, would be helpful to be able to make fields on the Sales Ledger Creation screen mandatory
Guest over 3 years ago in Exchequer 0

Create more coloured tags

When you have to categorise customers in lots of ways - creating more coloured tags would benefit us, especially viewing the swatch dots / instead of reading the tag name. Double-ups of the same colour can get tricky.
Guest about 1 year ago in Admin Portal 0

Add handling for Serial numbers added to Unleashed invoice after initial creation

Currently when importing invoices from Unleashed, equipment will be created and any serial numbers on the lines will be set on the equipment at creation. If there are no serial numbers set at the time the equipment is created, this will not be upd...
Guest 9 months ago in Unleashed 0

Import Cin7 Product Status and apply user restriction based on Product Status

Currently, we only check if the Product status in Cin7 is inactive and use this to update the obsolete flag. In Cin7 you can have a number of status that can be used to restrict what users can see the product. This would allow our users to be able...
Guest 11 months ago in Cin7 Omni 0