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Save to CRM should be able to be pinned in Outlook Private

The new Save to CRM pane should have an option to pin which allows you to always have it open. If this is possible that would help a lot.
Guest almost 4 years ago in CRM App 1

Add link to CRM Quotation Record to Sales Transaction Page

A customer would find it useful to have a link within the sales transactions page to the CRM quotation that the order originated from. This would just be blank for orders that were processed directly in integrated accounting/inventory management s...
Guest almost 4 years ago in CRM App 0

Create New Single Company without Contact

A customer would like to be able to create a new single company record without creating a contact at the same time. There are some instances, where a new business is opening and you only have the business name to start with. At the moment the user...
Guest almost 4 years ago in CRM App 0

Recent Change to Account Assignment - BAD MOVE!!

I do not agree with the recent change that new contacts are automatically assigned an account manager (the person creating the contact). We deal with many 'one-off sales' who do not get assigned to anyone as an account manager. This 'new' function...
Guest almost 4 years ago in CRM App 0

Populate Payment Terms on Unleashed Customer Accounts

A customer would like to set the payment terms on an Unleashed customer account when creating a new customer account via the CRM.
Guest almost 4 years ago in CRM App 0

Populate Physical Address as well as Postal Address on Unleashed Customer Account

A customer would find it useful to fill in the Physical Address as well as the Postal Address on an Unleashed customer account when creating it from the CRM. If the physical address is not populated from the CRM it should just populate it with the...
Guest almost 4 years ago in CRM App 0

Option to Empty Recycle Bin

Ability for an admin user to empty the recycle bin, permanently deleting the records from the CRM.
Guest almost 4 years ago in CRM App 0

Update Existing Customer Information from CRM into Unleashed

A customer would like to be able to update customer information from the CRM into Unleashed, such as the location address, phone numbers and email addresses. Currently for an existing customer this information would need to be updated within Unlea...
Guest almost 4 years ago in CRM App 1

Embed CRM Report in Dashboards Section

A customer would find it useful to be able to embed a CRM report in the Dashboards section of the CRM.
Guest almost 4 years ago in CRM App 0

Change parent search so that suggestions appear in real-time

I would like Prospect to implement a smart search feature, particularly in the quote/sales order matrix; where the system offers suggestions in real time rather then pressing enter to submit
Guest almost 4 years ago in CRM App 0