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Show Order Status on Website

A customer who has our eCommerce website would like to display the order status of customer's orders on the website. I'm assuming this would need some kind of integration to couriers/ accounting system to know if something has been shipped.
Guest almost 5 years ago in CMS App, Websites & eCommerce 0

Address Search/Post Code Look-up for eCommerce Checkout

An existing customer who has our eCommerce website would like to see address searching or post code look-ups as part of the standard checkout process for when a customer is filling out billing & delivery address.
Guest almost 5 years ago in CMS App, Websites & eCommerce 0

Inserting the Account Manager when creating a Business Contact

When creating a new business contact in the CRM it would be good to have the ability of setting the account manager at this point as appose to once the record has been created
Guest almost 5 years ago in CRM App 0 Already exists

Hide Lapsed Companies from Global Search

A customer would find it useful to remove certain company types from the global search such as Lapsed Customers. This would need to be a system option to choose which company types appeared in the Global Search.
Guest almost 5 years ago in CRM App 0

Allow customers to customise the opportunity pipeline objectives to add "reactivate" for example

Objectives for opportunity pipelines will become more important with the new dashboard so it would be great to allow customers to customise the list of objectives. For example one for reactivate would be useful to add to the list of objectives.
Guest almost 5 years ago in CRM App 0 Will not implement

Don't show entities that aren't applicable to the customer

Within the CRM you can see integration settings & report entities that are not relevant to the customer. For example everyone can see the Opera setting within the settings centre & the dear inventory report entity.
Guest almost 5 years ago in CRM App 0

Match list of currencies to what is set in Accounting/Inventory Management System

Rather than showing full list of all currencies, just show the currencies setup within the customer's integrated accounting/inventory management system.
Guest almost 5 years ago in CRM App 0

Update standard document text based on company details

Standard Text is a useful tool on documentation especially when detailing company info that needs to be included on all document templates. It would be great if the customer fills out their company details when they sign up that this is then used ...
Guest almost 5 years ago in CRM App 0

Show version history for customiser

At the moment if you wanted to revert customisations made using the customiser on a record layout, you would need to revert back to the original layout. It would be great to show the version history & revert back individual changes rather than...
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Update inconsistent ISO country list

The CRM's dba.country table has some inconsistencies with the ISO 3166 country list. For example, for US, we use 'United States of America', Unleashed uses 'United States', but the full ISO label is United States of America (the) Additionaly, for ...
Guest almost 5 years ago in CRM App 0 Unlikely to implement