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Restrict User Access by Company Type

By allowing users to only see Companies with certain Company Types, it allows some users who only manage Prospects to only see them. While also being able to stop users from seeing Supplier Information
Guest about 1 year ago in CRM App 4 Unlikely to implement

Import customer reference for Unleashed Sales Invoices

The CRM Unleashed integration does not import a customer reference from the Invoices endpoint. This causes the field to be "lost" when an order is progressed to invoice. We could look into a way of requesting this from Unleashed, or if not accessi...
Guest over 3 years ago in Unleashed 1 Unlikely to implement

Ability to customise/rename Hieracy titles (Company/div/ etc)

Some customers are confused by the terminology used in the CRM, such as division and would like the ability to change the title to something more specific such as (site etc)
Guest about 4 years ago in CRM App 2 Unlikely to implement

Increase the Save to CRM file size

Some customers have requested that the Size of emails and attachments needs to be larger so they may save in plans/proposals that at 4 or 5mb each
Guest about 4 years ago in Integration 2 Unlikely to implement

Update inconsistent ISO country list

The CRM's dba.country table has some inconsistencies with the ISO 3166 country list. For example, for US, we use 'United States of America', Unleashed uses 'United States', but the full ISO label is United States of America (the) Additionaly, for ...
Guest over 4 years ago in CRM App 0 Unlikely to implement

Control where notes can be added E.g. Division

In version 6 we could restrict at what levels notes could be added. Mainly by customising out the add button. This is not something we can do via the customiser in 365. Perhaps a system option to enable notes at different levels.
Guest over 4 years ago in CRM App 0 Unlikely to implement

Post Contact's Email Address into Comments Field in Opera

A customer would find it useful to post through the contact's email address into the Opera comments field when an order is confirmed through. Currently you can just post the contact's name.
Guest over 4 years ago in CRM App 0 Unlikely to implement

User Permission to Create Reports within CRM

A customer would like to restrict some users from creating report within the CRM. It would be create if this could be a separate permission within the user admin section.
Guest about 5 years ago in CRM App 0 Unlikely to implement

Make address mandatory when creating a new record

Currently when creating a new record it is easy to miss the Add Address button, and for some the address is very important. Currently it is not possible to make entering an address mandatory.
Guest about 5 years ago in CRM App 0 Unlikely to implement

Set a document type when saving a document into the CRM

In version 6 you were able to set document types via an admin table and choose a type as you are saving a document into the CRM, This helps identify documents easily.
Guest about 5 years ago in CRM App 0 Unlikely to implement