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Ability to search part of product codes

Add functionality in global search and search on a quote, where you can search for part of a product code. e.g. for product code: 'MCHX5003-AD' searching 5003 should show the product code
Guest almost 5 years ago in CRM App 0 Shipped

Unable to delete records in web CRM

There is currently no way to delete records or to mark a contact as left company on the web CRM.
Peter Slot over 7 years ago in  0 Shipped

Converting single companies

It seems the process of converting companies to divisions of a parent company has become a complicated process. It is very confusing: changing a single company to a group assigning a parent and then deleting the company. Why was the process change...
Guest over 2 years ago in Product Management 1 Shipped

Sync Cin7 Supplier information

SupplierId is available on the Cin7 api. It would be great to import this along with the products so the supplier information is accessable from the product record.
Guest over 2 years ago in Cin7 Omni 1 Shipped

Freeze the Magic Matrix Categories when scrolling down list of customers

When demonstrating the Magic Matrix I noticed that the headers for each Magic Matrix Category along the top of the Matrix does not freeze as you scroll. This would be useful to remind your self which category the stage is for.
Guest over 2 years ago in CRM App 0 Shipped

Automatically move Duplicate emails to Additional Emails

Currently if you enter a duplicate email against a contact, when you tab / click off it marks the fields as error (duplicate) it would be handy to the user if when this happened it prompt the user - shall I move it to additional emails or it autom...
Guest over 2 years ago in CRM App 0 Shipped

Unleashed products filtered on 'Saleable'

Some products in Unleashed may not be for sale but might be used for manufacturing purposes for example. This means they're not obsolete but shouldn't be displayed when searching for products on a quote. I'd like to see the products on quotesl mar...
Guest over 5 years ago in Integration 0 Shipped

Freeze brand names in Magic Matrix

As you can with Excel, it would be really handy if you can freeze the brand names at the top of the display so they're still visible as you scroll down the customer list to accurately identify the opportunities for each of our customers.
Guest over 2 years ago in Admin Portal 1 Shipped

Integration to Comments Box in Unleashed for Sales Orders

There is a comments box at sales order level in Unleashed, and it would be useful to have this automatically populated with Delivery Notes/Notes related to Order which were inputted in the CRM at Sales Order/Quote Level.
Guest over 5 years ago in Unleashed 0 Shipped

Email quotes with automatic PDF attachment from word template

In demonstrating the process of creating a word quote document and then sending as pdf attached to an email, this works pretty well, BUT, it would be better if you could setup the email template (To say "...please find your quote attached..."), an...
Guest over 5 years ago in CRM App 0 Shipped