We would like to add the set of pre-defined automation manager schedules to the blank database so new customers have these set up already. This allows for a more straightforward and standard use of our automation manager software.
We would like for automation manager schedule configurations to be read-only by default. This would make them easier for customer to handle as they will only have to worry about making sure they are set up as services and will make them easier to ...
The ability to add a parent on an problem/opportunity record cannot be removed if added in error. You can change the parent to something else but there is not ability to set the record back to not having a parent.
It would be good to add the standard text search & replace fields to the email template configurator & word add-in where the search & replace fields are all listed. It should show on each level of the hierarchy as it could be used in a...
Guest
over 4 years ago
in CRM App
0
Likely to implement
It would be really useful to be able to add tags or labels to recalls so I can know what I am planning on doing next with them e.g. bring up in a specific meeting or waiting on a particular person.
B2C Contacts Created from Unleashed Import using the "sales channel"
A lot of Unleashed customers have an integrated eCommerce website which are primarily B2C consumers. Our import when we connect to Unleashed imports them all as B2B records rather than individuals. Unleashed has a drop down called Sales Channel &a...
Guest
over 4 years ago
in CRM App
0
Good idea awaiting more votes
Ability for users to add files to products so customers can access them on websites
A customer would like to be able to add files, such as PDF's and videos to products, so that on the website customers can access these files that may be relevant to the product.
A customer has asked whether it is possible to integrate to Intercom. It would be useful if there was a way to save conversation chains to the CRM, either directly as separate contact notepad records, or to a particular Problem/Opportunity record.
Add Document ID to Division Sales Transaction Entity
A Opera customer would like to view the document ID on the sales transaction page against a division however it is not on the division sales transaction entity. At the moment this document ID is just shown on the Sales Transaction entity.
0
Likely to implement
