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Not bringing through items marked as 'unsellable' from Unleashed

Instead of bringing through all products from Unleashed into Prospect, it would make sense to only bring through sell-able items. This would avoid things like the components of stock items being bought through, which are never sold.
Guest about 5 years ago in Unleashed 0 Shipped

Provide more detailed feedback on ERP sync /import status

I have been running an import from Xero and checking the status using the welcome page. The current status is "Importing: CRM Records" which doesn't tell me anything. They are all CRM records? If this is the missing customers import can we make ...
Guest about 5 years ago in Xero 1 Shipped

Update Stripe CMS plug-in for SCA

Stripe has started showing warnings in their portal as our CMS plug-in is not using an SCA-ready product. Currently this is just a warning but may end up in payments being declined.
Guest about 5 years ago in CMS Editor 0 Shipped

Restrict Sales Ledger Creation to Admin Users

A customer would like to restrict the functionality of sales ledger creation to only administrator users. At the moment all users can use the sales ledger creation button.
Guest over 5 years ago in CRM App 1 Shipped

Ability to set Default Email Signature

Although email signatures can be configured by admin users, all users must select the email signature that they wish to use every single time they create an email from within the CRM by using the 'Select a Signature' drop-down. For those that e.g....
Guest over 5 years ago in CRM App 0 Shipped

Allow to filter on empty or null fields

If I have a field in the database that is an integer that accepts nulls I need to be able to specify if I am looking for empty fields in the filters.
Guest over 5 years ago in CRM App 0 Shipped

Import Product Unit of Measure/Unit Weight from Unleashed into the CRM

Import Product Unit of Measure/Unit Weight from Unleashed into the CRM
Guest over 5 years ago in Unleashed 1 Shipped

Update the Accounting System dropdown on signup

It should have DearInventory, Cin7 and TradeGecko as well.
Guest over 5 years ago in  0 Shipped

Allow re-ordering of products when upselling

It would be really useful to be able to re-order items added via upsell. Currently you can only move the primary item.
Dan Bryant over 5 years ago in CRM App 0 Shipped

Support quote line grouping in the CRM and Word

in v6 it was possible to group lines on a quote, provide a title and have the document formatted correctly. The user interface for doing this however was not very good. It would be really useful to have this functionality but via a drag and drop i...
Dan Bryant over 5 years ago in CRM App 0 Shipped