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Allow chaser emails to send on certain criteria

If you have loads of quotes some of them are more important they get chased than others etc so I can see it being a useful tool to only send chasers if the quote value is over X amount or perhaps determining which Automation Flow gets trigger depe...
Guest 11 months ago in CRM App 1

Put CMS into Maintenance mode for database reloads

Currently the only database operation that sets the CMS maintenance mode is a workspace upgrade. Other operations such as database reloads should also set the maintenance flag, so CMS sites display the HTTP503 Maintenance page.
Guest 11 months ago in CMS App, Websites & eCommerce 0

Add mapping for custom drop down fields in Enquiry mapping

Currently, you are not able to add a mapping for custom drop down fields in 'Custom Enquiry Field Mappings' setting. This would be a great enhancement to make, as it will give our customer more flexibility on their enquiry forms to be able to use ...
Guest 11 months ago in CRM App 0

Optimize Collection Filter reports

Certain stock reports such as "Customers who have not bought X" time out when there are too many Sales Transactions for the collection filters.
Guest 11 months ago in CRM App 0

Allow bulk updating of Source Activity in the bulk update tool

Currently you cannot bulk update source activity due to the specific handling around activities and source fields on a record. We should add some handling for this so that when you select to bulk update the source field, if the source you set allo...
Guest 11 months ago in CRM App 0

Import BIN location for Stock by Warehouse

In Unleashed we import the BIN location on a product record from the BIN location field on the product in Unleashed. In Unleashed though, you can set up a product to have a different bin location per warehouse. Adding this to the stock by warehous...
Guest 11 months ago in Unleashed 0

Add Source Activity to Opportunity Import

Would be beneficial to work the import like all the other records and choose which fields you'd like to set. This would also include the Source Activity.
Guest 11 months ago in CRM App 0

Quotations: List SKUs in alpha-numeric order

In Prospect's Quoting system, when one enters a SKU that has the same prefix as other SKUs, the system goes into 'search' mode and displays a range of SKUs from which one can select the appropriate product (even if one enters an entire - and uniqu...
Guest 12 months ago in Automation 0

Duplicate a Quote should no longer duplicate old dates

Currently when duplicating a Quote, we will directly copy dates over such as Quote Date, this doesn't make too much sense if you are then looking to use the new quote as then the dates are wrong and you have to change this.
Guest 12 months ago in CRM App 0

Add handling for the MinimumSellPrice field in Unleashed

In Unleashed, you can set a MinimumSellPrice on a product, which prevents users from selling the product on an order below that value. Currently we do not sync this field to the CRM. We should add handling to sync this field, and a system setting ...
Guest 12 months ago in Unleashed 0