Currently you have to specify a merge entity when creating a document template. This will limit where in the CRM you can use the template, however you might want to create a boilerplate text only template, merging only the sender information and c...
When filtering on a category and product/account manager, it would be really useful to see a summary of the total number of customers and a breakdown in the count of statuses e.g.: 100 customers, 60 Unaware, 20 Aware, 5 Opportunities, 15 bought.
Please can Supplier Stock code that can be defined within the purchasing options of a stock item in dimensions be made visible in the CRM UI.Often suppliers will have a model number which we would generally use for the SKU and a supplier order cod...
Setting fields to required (compulsory) is a good feature but it could offer more benefits by expanding this functionallity to capture information at a later stage in the pipeline that you wouldn't have before a quote is confirmed.If you could spe...
Option to post delivery address name as part of address block
In Dimensions you have the ability to add the address name as part of the delivery address block. This is then posted as the first line in the address block in Dimensions. This is useful as you might want to save an address as 'Prospect: FAO Jason...
Have a default value for required fields so you don't need to fill it in
Most record types, like Opportunity, have system required fields like 'Size'. These have to have a value but for some Customers these fields aren't needed for their processes. Now that we have the default value, it would be great to have an option...
We have 'Open in X' links for other accounting systems so would be good if we can this for Cin7 Omni so you can easily navigate to the Customer records etc.
Most couriers now require a What Three Words entry on delivery addresses - would be great to have this as a field that syncs over to Unleashed as part of the delivery address
When looking at the related tab there is no way to export the related list to excel without building a report on relationships and filtering this down as expected. It stream line the process of reviewing these relationships is our users were easil...
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