A customer has given feedback that it would be useful to be able to view sales shipments within the CRM so that they could check to see if an order would be dispatched
Moving contacts in CRM to move contact in Unleashed
As part of the Unleashed 2 way sync, we currently do not have any functionality to support when a contact has it's parent changed from one company to another. Adding this would add a better user experience and increase the ease of contact manageme...
We accidentally cancelled an order in CRM v365 that had already been confirmed into our accounting sytem (Opera II). Prior to cancelling, the status was 'Confirmed Order' along with the Opera ADOC reference. When we reinstated the order in the CRM...
Set Recalls in Bulk from Report / Create calling list
A customer would find it useful to be able to bulk assign recalls off the back of a report. E.g. if you ran a report to see the mailchimp activity and wanted to set a recall for each of the contacts from this activity report to certain users. This...
The Dashboard are useful but offer a lot mistakes or issues in the reporting. We need to have fully access to modify the reporting link to the dashboard and have these showcase across the organization. This is truly impacting business decisions, u...
Would like to be able to add a tag feature to the contacts that come in on forms created. For example, all incoming inquiry contacts could be tagged as PROSPECTS or POTENTIAL until retagged by an employee.
Printing documents straight from a lead, problem or quote
Rozone have suggested an option to print a document from a lead, problem or contact instead of having to open the document before printing. Please see attached
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