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Quote for a range of products that is not a possible order

We often create a quote for a customer say for their full range of products that they may not want to place an order for now. Whilst this is an opportunity it isnt a possible order and we find the way that ProspectSoft works now sets this up so it...
Guest about 2 years ago in CRM App 1

Add Date Range to Top Product Reports

A customer would find it useful on the top product graphs in the sales analysis page to filter by a date range. E.g. for orders placed between 01/01/2021 - 31/12/2021.
Guest over 3 years ago in CRM App 3 Good idea awaiting more votes

Ability to report on RFM History

A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest almost 4 years ago in CRM App 1 Good idea awaiting more votes

Email Threads

A customer would like to have email threads within the CRM, where they select a template and all previous emails related to the case/template is added to the email thread.
Guest about 6 years ago in  0

Import Reminder from Customer endpoint

Sales Ledger/Customers imported from Unleashed can have a reminder set on them in Unleashed. Importing this onto the sales ledger in the CRM would be beneficial as you would be able to see any reminders set for that customer. For example this coul...
Guest 8 months ago in Unleashed 1

Clear tasks in bulk

currently setting tasks to remind us to send a bulk email to those contacts which we can do by exporting the list onto excel. However it is incredibly time consuming to then have to clear each of those contacts of the task individually. Would be g...
Guest over 3 years ago in  2 Planned

Specify the image path and size for additional images in CMS

Currently when adding additional images in the CMS, it allows you to input a height and width, however it also reuses the medium image path to generate the correct path. If the medium image path has a size argument, it results in the image outputt...
Guest about 1 year ago in CMS Editor 0

Remove or flag quote changes if card payment has already been taken

Currently in the CRM you are able to take a credit card payment, and then make other changes to the quote i.e. amend the lines, or add a delivery charge, before confirming the order. This leads to doscrepancies between what the customer has paid a...
Guest about 1 year ago in CRM App 1

Packs that are smaller than the unit - i.e. decimal packs

A lot of customers have products setup where the "standard unit of sale" isnt the "smallest unit". e.g. I sell steel tubes by the metre, but the product is set up to 3 decimal places so that i can also sell in mm. In the accounts system a qty of ...
Guest almost 6 years ago in CRM App 2

Integrate with Unleashed at Company Level for Company Group Field

Another form of categorization for customers that we could pull from Unleashed
Guest over 1 year ago in Unleashed 1