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Be able to see what Template a quote was made from

Would make sense to be able to see if a Quote was generated using a template quote (based on) you could then compare the two and check estimates etc. Would also just be good if you needed to find the template and make adjustments etc.
Guest over 1 year ago in CRM App 1

Import Unleashed Sales Order Comments field

Currently, the comments field in Unleashed Sales Order is not being imported to CRM and customers find it useful if this field is imported in case they need to leave notes/comments after the order was confirmed.
Guest over 1 year ago in Unleashed 0

Restrict User Access by Company Type

By allowing users to only see Companies with certain Company Types, it allows some users who only manage Prospects to only see them. While also being able to stop users from seeing Supplier Information
Guest over 1 year ago in CRM App 4 Unlikely to implement

Opportunity / Problem Pipelines - Have option to auto assign to specific or group of users

If you are using Pipelines as a workflow, especially with problems, when you reach certain stages you may wish it to be auto assigned to a specific user or pick from a group of users based on how many tasks they have. e.g. Passed to Accounts ->...
Guest over 1 year ago in CRM App 0

Add report to left Menu Bar for Quick Access

To speed running some common reports, being able to add them direct to the left hand menu bar would be handy.
Guest over 1 year ago in CRM App 1

Suggest parent on contact creation based on domain/existing emails

When creating a contact in your workspace, the CRM will suggest parents for the records that you have previously visited. We could improve this by suggesting a parent that matches the domain of the email address that has been added to the new cont...
Guest over 1 year ago in CRM App 0

Insert quote table (totals) into quote table (Lines)

The current formatting of the quote tables and totals does not allow you to insert the totals into your existing quote table. This look unprofessional and untidy to allow our users to connect or insert the totals into the main quote table would al...
Guest over 1 year ago in CRM App 0

Save enquiry form as a template

Currently, if our users would like to create a second enquiry form that shares fields with an existing form they would need to rebuild this new form from scratch. Allowing our users to create a template enquiry form would allow them to easily crea...
Guest over 1 year ago in CRM App 0

Include existing sub-assemblies in BOM buildable quantity calculations

Currently if there are any existing quantity of a sub assembly for a BOM product, this will not be taken into account for the BOM product buildable quantity calculations, and it will only calculate how many can be made with the buildable quantity ...
Guest over 1 year ago in CRM App 0

Option to set SendAccountingJournalOnly on quotes

Setting SendAccountingJournalOnly=true on orders that are confirmed to Unleashed prevents an order that has been pushed to Unleashed from being posted to Xero.
Guest over 1 year ago in Unleashed 0