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Set Reports to automatically sync with Mailchimp

At the moment, you have to manually click to tag in Mailchimp. It would be useful if we could drip feed information from reports we want to tag in Mailchimp to allow customers to make use of automatic workflows in Mailchimp such as: Recovering Aba...
Guest over 1 year ago in Mailchimp 1

Make the aged receivables report available in the report section

We have connected Xero with Propspectsoft, however we still cannot access aged receivables in the format of a report through PS; This would make it so much easier for the account manager to have an overvue of who has paid what and how much custome...
Guest almost 3 years ago in Xero 1

Goals - Add company budgets as an overall Goal

It would be useful if an annual budget could be set as a goal for an entire team. The perfect outcome would be the ability to pull the data from budgets that are uploaded in Xero
Guest over 1 year ago in Product Management 0

Future Availability Per Month

When pre-selling far out into the future, it would be very useful to have clear visibility of the projected availability for an entire product range on one page. Ideally there would be a column for each month, 12 months ahead with availability in ...
Guest over 4 years ago in CRM App 5

'Nearby' report to link to contact

Our Nearby report would be an easy report to use for MailChimp Tagging. If we had a way to link from contact to this you could get a list of all contacts who work for companies in an X miles radius of HP14 XXX etc. This could provide you an instan...
Guest almost 3 years ago in CRM App 0

MailChimp actions to be active engagement

Some customers are using active engagement to ensure they're speaking to customer regularly. It would be great to see actions like opened be classed as an active engagement that can be followed up on
Guest almost 3 years ago in  0

Create contacts for suppliers that are imported

Currently, we just create the purchase ledger and company for a supplier and do not import contact records from the supplier in Unleashed. I believe this is because the suppliers' endpoint in Unleashed does not give us the contact information in t...
Guest over 1 year ago in Unleashed 0

Option to convert children companies to single companies when deleting company group

When deleting a company group from the CRM you have an option to delete the children or to move them to under a new parent. It would be useful to have an option to convert the children to a single company, or alternatively we could have an option ...
Guest over 1 year ago in CRM App 0 Good idea awaiting more votes

Ability to choose which field confirmed quotes are sent to in Exchequer

To be able to decide if an order confirmed from the CRM is sent into the Orders or Quotes section of Exchequer.
Guest over 1 year ago in Exchequer 0

Kanban to show value and count summary for Won closed statuses

If you add the value/count summary to an opportunity pipeline kanban board, the summaries will only be shown for the open statuses. It would be great if these also showed a value for the positive closed statuses so that our users can review how mu...
Guest over 1 year ago in CRM App 2 Unlikely to implement