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add windcave as provider for processing credit card payments.

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Guest about 1 year ago in  0

Add path to notepad entry on a task when building reports from problems/opportunites

Currently, in the CRM if you build a report on 'Task' you are able to see the notepad entry for that specific task. If you start the report on the problem/opportunity entry, you are not able to get to the notepad details for the task that has been...
Guest about 1 year ago in CRM App 0

List all Products with Basic Search enabled if no search is performed

If you have Basic Search enabled, opening the default "Item Search" shows no results due to a limitation of how the search technology works. It would be useful if this search could show all products by default if you do not perform a search.
Guest about 1 year ago in CRM App 0

Add handling for reusing Sales People in Unleashed

When a sales person is reused for a new user in Unleashed, this creates a brand new user in our database that uses the same Unique Identifier. This causes an issue with the two-way sync as the old sales person still exists with the same identifier...
Guest about 1 year ago in Unleashed 0

Add the ability to re-add components to the UI

Currently if a component field is removed from the UI, the only way to get this back is to restore the previous layout, as adding the regular field back in will not restore the component functionality. We should add some handling to be able to re-...
Guest about 1 year ago in CRM App 0

Allow more fields on product creation for Unleashed

To make the Prodyct creator more powerful and useful it's be great to integrate more fields. Supplier Code and Name are important fields to fill out when adding a new product and so it would make sense to have these fields in the CRM product creator.
Guest about 1 year ago in Unleashed 0

Allow Based On field to be removed if not used when creating Sales Ledgers

I think it's a great field but if it's not used if your customers are all different then it can be slightly annoying. It also automatically opens every time you open the creation dialog which is just an extra step to click out of it.
Guest about 1 year ago in CRM App 0

Import the Outstanding field from Exchequer

Would be nice to have the 'Overdue' amount field populated in the CRM or a new field to populate the Exchequer field Outstanding just to have more awareness of Customer's accounts when quoting
Guest about 1 year ago in Exchequer 0

Keep me logged in / manage the timeout

Would be great if there was a 'Keep me Logged in' tickbox if you are using third party login's or have a way of choosing when you get logged out like for the Prospect login.
Guest about 1 year ago in CRM App 0

Cost prices in alternative Currency e.g. Euro

When creating a part being able to give the cost price in another currency for example Euro. Then using the exchange rate pull in to the CRM convert this to GBP. A calculation in the part creation window to calculate the sale price by set margins ...
Guest about 1 year ago in Automation 0 Investigating