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Have the option to 'Open in Unleashed' in Sales Analysis reports

If you go into Sales Transactions on a company, there is a column that gives you the option to open in Unleashed/Xero etc. Also having this option in the Sales Analysis tab under the 'By Month' and 'By Orders' reports would be beneficial.
Guest over 2 years ago in Other 0

PayPal integration

As a user it would be great if the quote-to-order workflow allowed payment via PayPal.
Guest about 2 years ago in CRM App 0

Quote/ Order - Price - Decimal places

On the quote/ order page the price of an item shows two decimal places, however it appears that the system is actually using four decimal places when doing the calculation. The price field should be set to two decimal places and/ or there should b...
Guest over 3 years ago in  0

Blank line inserted between template and signature

When you send an email from the CRM. A blank line will be inserted between the Template that is used and the signature. There is no way to stop this line from being inserted. Stopping this line from being inserted would allow our customer to bette...
Guest about 1 year ago in CRM App 1

Add product entity to problem entity, so products have a direct link to products and can then be reported on. Similar to the equipment page.

This would be good for us as our problems are normally product issues.
Guest about 4 years ago in  0

Link CRM Library Files to Products for Quoting

A customer would like to be able to link CRM Library files to products so when you're quoting a product the file is automatically attached when sending the quotation.
Guest over 3 years ago in CRM App 0 Already exists

Option for Dashboard tiles to only show paid invoiced revenue

It would be nice if when you select to use the Invoiced Revenue if there was an option to use either all invoices regardless of what the paid flag on the sales transaction is set to and another option to only take into account the paid invoices
Guest about 2 years ago in Unleashed 1

Disable specific contacts from syncing to Unleashed

With the current two-way contact sync, users need to manually create a Contact in Unleashed from the CRM using the 'Sync to Unleashed' button. However, there's no way to stop the sync once it has started. It will be great if there's a way for cust...
Guest 5 months ago in Unleashed 0

Integration with Asana

All tasks related to a customer pulled through into a prospect board and specific 'card' for a client
Guest about 2 years ago in Integration 1

Email customer when enquiry form is submitted

When a customer has filled in an enquiry form there is no way to automate an email going out to them. It would be nice for our customer to send out an email welcoming the people who have shown interest and letting them know that they will be in to...
Guest over 1 year ago in CRM App 0