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Notifications based on custom fields in quotes and orders

We use custom Yes / No fields within the status section of quotes. It would useful to notify certain people when the status of these is changed.
Guest over 1 year ago in Automation 1 Already exists

What3Words

Hi - can we have a link with/to What3Words when creating an address so that it appears on our delivery notes when the order goes over to Unleashed? Can this be done retrospectively and moving forward?
Guest about 2 years ago in Automation 0

Support Tax Exempt Setting in QBO

QBO does not contain a tax-code when the "Tax-Exempt" box is selected. Once the tick-box is checked, the "Select Tax Rate" option is greyed out and cannot be selected. In the CRM, there is no way to set this field on creation.
Guest 3 months ago in Quickbooks Online 0

magic matrix not to auto update to aware when an awareness campaign is made.

when making a campaign to target a specific product using the magic matrix, currently all companies will auto be updated to aware of the product even before any action has been taken. for me this makes sense in a face to face campaign/event or for...
Guest 6 months ago in CRM App 0

Memo field on quotes should not include the CRM ID

When the memo field is synced with Unleashed it is prefixed with the text CRM ID: and the ID number of the quote. I don't think tat that the prefix is necessary.
Guest almost 3 years ago in CRM App 2

Ability to see if other users are viewing/editing a quote

Like Microsoft do with Excel and Word online, i think it would be good if you could see if colleagues "are here" when accessing a quote screen. Currently there's a risk that multiple members of staff could be editing a specific quote without knowi...
Guest over 2 years ago in CRM App 0

Sales Ledger Entry added to 'new contact record'

it would be useful if you could enter the sales ledger field at the same time as adding a new contact (business or individual). As we deal with many new contacts we have to keep going 'backwards' to the division entry to add this information.
Guest about 4 years ago in CRM App 0

Nearby Report to show the current customer when on map

So currently when you use the show on map feature for the Nearby report you can see all the nearby customers but you can't see the customer address you are currently on. It would be great if there was a red icon or something to notify you as to wh...
Guest 10 months ago in CRM App 0

Add sales person dropdown on sales order creation screen

Adding the sales person dropdown to the sales order creation screen would allow our customers to be able to select the sales person that they would like to credit for the sales order. This would allow for easier creation of sales orders instead of...
Guest over 1 year ago in CRM App 0

Quote Table: Line Numbers

The ability to add Line Numbers to each row in our Quote Tables, which would make it easier to discuss specific lines in quotes.
Guest over 2 years ago in On-boarding 0