Option to post CRM Quote ID to Order Comments in Unleashed
A customer who does not take card payments via the CRM would find it useful to have a system option to disable the CRM Quote ID from posting into the comments section on a sales order in Unleashed. They just use the sales order number to match the...
Add support for Apple and Google pay on the website via Stripe
Stripe has the ability to take payments via Google/Apple pay so it would be nice to have the CMS Stripe plugin also reflect this. It's now a very common payment method and so customers will start to expect this option
Quote Table Dynamically Change when Discount is Applied
It would be great if the quote table dynamically changed to show a discount column when a discount has been applied to the quote record. Currently, you would need to separate document templates to achieve this. This enhancement would need to be a ...
Could be a suggestion for the next update to enable a QuickBooks integration that would recognize any sale registered through the QuickBooks integration and update the Pipeline status from Prospect to Customer (if Prospect Customer Type is configu...
Instead of Menu > Get CRM Inbox Address > copy > Close, why not just Menu > Get CRM Inbox Address to copy the address directly to the clipboard. Even better, display a permanent "copy" button so that the address can be copied to the cl...
Have the ability to build a calculation in reports e.g. Order line qty times product weight equals total weight. It may also be worthwhile having a read only custom calculated fields on pages. Whilst it is easy enough to export to Excel and do it,...
Create workflow automation diagrams for all processes. In my case, an RMA timeline/pathway would be very benefitial to new/incomming employees. This creates a workflow for them to easily follow with clear steps and sections for internal notes and ...
Specifically helpful for sales reps on the road- ability to select a voicenote update on the contact/opp/problem record and add a note that is than transcribed and added to the notepad
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