When you configure quote tables, there should be a 'select fields' option (like when building a report) which match any fields you can select to have on a quote. Then you can add whichever fields necessary rather than being limited.
Currently Tags cannot be exported in a report from the CRM due to the One-To-Many relationship. We should add functionality to handle this and export it as one field, with a list of Tags as a comma or slash separated list.
A customer has highlighted that there is currently no easy way of re sending an email to a customer should they fail to receive it. On the Saved document once the initial email has been sent; it would be helpful to have a resend button that sends ...
Use unleashed default delivery method and Sales Order Group when creating orders
In Unleashed you are able to assign the Delivery Method and Sales Order Group on a customer record. When creating a Sales Order in Unleashed under a customer, these are then used by default and helps ensure that the products are being sent out on ...
Overall Gross margin % for entire quotation. Currently each product line has the GM displayed but it would be great to see the GM for the entire project quotation.
User option to determine "always display date" instead of fuzzy representations such as "in a month"
Due dates are extremely important for us and we spend a lot of time looking at long lists of due dates. when a list is interspersed with different formatting it makes it very difficult to read. Whilst I can see some businesses might like this func...
Sales Person Notification when one of their customers places an order
Notification sent to the sales person (either within the app or on an email) of when their customers place an order - this would mean that they know when they receive orders without manually having to be told.
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