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Personalised email templates

Set email templates that are user specific and personalised in the CRM.
Guest over 1 year ago in CRM App 1

Should be able to add a company without a contact

Should be able to add a company without a direct contact - might only have receptions email. Companies should be able to have their own email and no contact
Guest over 1 year ago in CRM App 0

Increase size of SalesOrderGroup.Description Field

The sales order descriptions get imported from Unleashed, however we set a limit of 25 characters on this field, which is not a limitation on the source data from Unleashed, so we end up importing this with part of the description truncated to fit...
Guest over 1 year ago in Unleashed 0

Add handling around removing components from Cin7 BOM products

Currently we do not handle components being removed from a Cin7 BOM product due to limitations with the data from Cin7. This means any BOM products that have components removed, these will still show as being active components under that BOM in th...
Guest over 1 year ago in Cin7 Omni 0 Planned

Extend the time of the GMail SaveToCRM Authentication Token

Currently the GMail SaveToCRM Authentication token appears to last for about an hour, at which point it requires you to reconnect to the CRM. It would be easier for users to not have to do this multiple times a day and continue to stay logged in f...
Guest over 1 year ago in Other 1

Allow Group Title Font Size and Position in Quotes

Quotes allow you to group items together, but the group titles are small and on the first line of the quote table. The 'Group Title' we output isn't a specific element that Word can understand or interpret as a group title. Word has no concept of ...
Guest over 1 year ago in CRM App 0

Add default Enquiry form in the Global Create menu

We have had a customer feedback that it would be useful for users of the crm to be able to log an enquiry via the global create menu and be able to select a form to use as default. This would let them add the custom fields they have selected withi...
Guest over 1 year ago in CRM App 0

Notification when someone adds you as a salesperson on an opportunity/quote

A customer has given feedback that it would be useful to have a notification that sends out everytime someone adds you as a sales person on an opportunity or quote.
Guest over 1 year ago in  0

Use price list of model account when creating ledgers in Exchequer

Currently, when creating a ledger in Exchequer through either the credit checks plugin, you are not able to select the price list that is set on the ledger and this does not use the price list of the model account. It is possible that our customer...
Guest over 1 year ago in Exchequer 0

Two Way sync back onto the Quote record.

We have had feedback from a customer that it would be useful if, after confirming an order into Unleashed/ERP system, any changes made in the inventory system were synced back onto the record. This could be a setting that was turned on or off for ...
Guest over 1 year ago in Integration 0