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Option to update Opportunity Value based on latest quote value

this will help to improve the accuracy of the future pipeline without having to rely on manual updates which are often skipped
Guest over 1 year ago in Automation 1 Already exists

Sync Unleashed Orders into Prospect

Our team often splits orders between Prospect, and Unleashed. However I'm unable to see any orders put on with unleashed. Can this be done?
Guest almost 4 years ago in Unleashed 1 Already exists

Add Next Button to Division Records

A customer would like to add the next button to the division level within the hierarchy. Currently the Next button is only available on other records below the division. The customer would find this useful when running through division reports, he...
Guest almost 5 years ago in CRM App 0 Already exists

Print Page from Browser Formatting

When you try to print the CRM screen from browser it is not formatted correctly.
Guest over 6 years ago in  1 Already exists

Ability to switch back to a pipeline view when globally creating a quote

When using Global Create on a quote if an opportunity is selected as the parent, you cannot select the pipeline for this quote even if you remove or change the parent.
Guest about 1 year ago in CRM App 1 Already exists

Ability To Copy Selected Lines From Quotes

Would be great to highlight individual lines on a quote that you would like to copy, rather than just the whole quote.
Guest almost 9 years ago in  0 Already exists

Expand to Division Product Authorisation from Division

Currently you are only able to start a report at Division Product Authorisation and expand up one level to Division. If you are trying to report on contacts for example, you cannot go Contact > Division > Division Product Authorisation as th...
Guest almost 4 years ago in CRM App 3 Already exists

Option to Exclude B2C Retail customers from RFM Analysis

Our business is has both B2B and B2C therefore to manage our B2B customers more effectively and have an accurate report on wholesale sales we need the option to exclude B2C customers from the RFM Analysis..
Guest almost 3 years ago in Other 2 Already exists

set up customer order history on the Website

No description provided
Guest over 1 year ago in Exchequer 3 Already exists

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest over 1 year ago in Unleashed 1 Already exists