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Be able to log problems from a contract record

A customer would find it useful to be able to log a problem record straight from a contract. They would usually setup the contract & then create a problem for the implementation process & would find it helpful to create these problems unde...
Guest over 5 years ago in CRM App 0

Don't output empty elements on CMS plug-ins

If a CMS plug-in outputs a specific div or span element for a field that has no data in (empty string or NULL) it would be good if the empty element was not output at all. If you apply styling to these elements, then on products/records that have ...
Guest over 5 years ago in CMS Editor 0

Import all contacts to Unleashed when creating customer account via CRM

A customer who uses Unleashed would find it useful to import all contacts featured under the division into Unleashed when creating a customer account via the CRM. At the moment it only pulls through the email & phone number entered when creati...
Guest over 5 years ago in CRM App 0

CRM User Groups

Being able to categorise your CRM users into departments/groups ie 'sales' 'support'. This means that you can get a recall for a group of employees rather than just one user. An example of this would be for problems, when a customer calls up the r...
Guest over 5 years ago in CRM App 0

Be able to set multiple recalls on problems

I was speaking with a free trialist the other day and they said it would be useful to be able to recall multiple people to certain records like problems/leads as they often have multiple contact points to these and said only having a recall set fo...
Guest over 5 years ago in CRM App 0

Visibilty of email failures from messagequeue

There is no visibility of error messages in the CRM UI. For example when sending an email to an invalid email address, it will sit in messagequeue with an error that the end-user cannot see in the CRM, so they do not know why the email has not arr...
Guest over 5 years ago in CRM App 0

Integrate to Sage's Delivery Field

A customer uses Sage's own delivery field rather than a product & would like to use the CRM's manual delivery charge functionality to post into this field when confirming an order.
Guest over 5 years ago in CRM App 0

Show Unleashed Delivery Addresses within Sales Ledger Record

The new unleashed integration imports the delivery addresses to the CRM & when quoting you can select an alternative delivery address. However, if you go to the sales ledger that has these associated delivery addresses they are not listed anyw...
Guest over 5 years ago in CRM App 0 Already exists

Include Equipment Item as a Change Parent Option for Problem Records

A customer logged a problem record under a contact when it should of been logged under an Equipment Item. If you go to the change parent option for the problem record you can search for an Equipment Item for the parent record.
Guest over 5 years ago in CRM App 0

Automatically create or open a document when a status changes on a problem or a lead

When a lead or a problem status changes we have a document that we may want to e-mail to the customer or to a colleague and it would be good to be able to automatically create them. I can see that some documents can be automatically created when a...
Guest over 5 years ago in CRM App 0