Much like where the 'Due Date' is editable in custom reports, it would be ideal if we could have things such as Opportunity Pipeline and Status as editable columns from within the report. This will help us cleanse our pipelines a lot more efficien...
If you begin an opportunity, with, for example, the fourth status selection, the activity (falsely) displays that the opportunity has made its its way through the previous three statuses. If statuses 1 to 3 have been skipped, the activity is givin...
Restrict Users from changing Product Price on quotes
It would be good to restricts Users from changing the price of a products on quotes or at least set a minimum value for the products to avoid selling them for the wrong price.
Movable/non-modal pop-up windows - especially task popup
When clicking on a customer to call them, a New Task window pops up, which is not movable and covers the information that I need to read about that customer on the main window behind. Can you make the pop-up window movable?
Add quote lines to any part of the quote not just the bottom
I think it would be a great addition if there was the ability to add a quote line at any point of the quote. Eg. add directly to the 4th line. This is particularly helpful if you have a large quote with multiple lines. It makes it easier to re seq...
Link to phone systems to be able to pull up contact linked to contact number within the CRM database. Log of call under activity. While on call the service advisor is within the contacts profile and able to input notes from the call and allocate r...
Ability to save Sales Transaction or Sales Order Header report entity at contact level
A customer would find it useful to be able to save a sales transaction or sales order header report entity at contact level, to show all sales at contact level rather than just at company level. The reason for this is because they use the task fea...
Send Sales Order That Has Been Imported (Apply Email Template)
We frequently receive sales orders generated by customers in the Unleashed B2B store. This automatically creates the order in Unleashed and imports into Prospect. We'll often follow up with customers for payment to complete their orders, but there...
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