Re Alerts / RFM - Sometimes we do contact customers and they have a genuine reason for not ordering at the moment, however they remain in the risk area. A way of snoozing them for a period, so we aren't constantly looking at the same customers wou...
The Branding section in the CRM only supports hexadecimal colour codes and does not have a color swatch selector like the Company Types configuration does. Some customers have branding guidelines that have RGB codes in the format (RRR,GGG,BBB) whi...
Add A Record DNS information to CMS properties page
The Prospect 365 CMS Site Properties page has details of the CNAME record to add but not the A record. We should add this so there is no confusion or ambiguity.
Clarify that two way sync requires a user to be salesperson in Unleashed
When enabling the two way sync, it will no longer check that the CRM user is an account manager, and instead check that this user is linked to a salesperson in Unleashed, if not, it will not show in the CRM account manager drop down. This is becau...
Send notification on pending CRM workspace updates
When a profile has been queued for an update, send admin or key prospect users a notification to inform them of this, so they are aware this will happen overnight.
Using the data importer, importing enquiries does not provide a template, and instead there are a list of column headings that can be imported. This does not include any custom fields that the users might want to set. It would be good if we could ...
We do not import BOM products for Cin7 Core, see here. Adding this functionality would allow our customer to better see and manage their BOM products from their workspace.
Show preview of email when saved into workspace from inbox
When saving an email into your workspace from using the Save to CRM add-in a preview of the text in the email is presented without having to open it. If you save an email using your workspace inbox address this does not give the same preview. It w...
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