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Not import customers who are marked as Obsolete in unleashed

all companies are being used in the magic matrix even though they are marked as obsolete in unleashed - why cant this flag be read and those customers not included in the matrix?
Guest over 2 years ago in Unleashed 0

Quick Order Pad - automatically search by web product ID

The Quick Order Pad CMS plug-in needs to return a CRM product item ID in order to add the basket. If customers only know the web product reference, it is not obvious that they need to click the ... icon to search for the product. It would be more ...
Guest 6 months ago in CMS App, Websites & eCommerce 0

Upload other fonts to be used in email templates

At the moment you can only use a certain amount of fonts on email templates, however some customers like to use a font that matches their email signature. You can copy and paste it from word but this then messes with the formatting on the template...
Guest almost 3 years ago in  0 Investigating

Have product restrictions for website use

Product restrictions are currently only designed for the CRM. It would be a useful enhancement to be able to implement product restrictions on customer's websites so that products can only be sold to specific customers.
Guest almost 3 years ago in CMS App, Websites & eCommerce 0 Investigating

Bulk Update Goal Values

It would be useful to be able to update Goals per customer record via Excel, especially if the target for each month is different due to seasonality.
Guest 6 months ago in CRM App 0

Pin documents within Activity

A customer would find it useful to be able to pin documents within the activity session like you can do with notes added.
Guest almost 4 years ago in CRM App 1

Alter the Related Tab field display

Currently you can see on the screenshots it will show the Record then Relationship then Comment then Company which isn't actually too intuitive as the comment breaks up the two records related and makes the name of the Relationship also a bit out ...
Guest 12 months ago in CRM App 1

Show/Clear applied filters on CMS website

Currently filters are persistent when CMS pages are loaded, as it is cached in the browser. It would be useful to update the Filters panel to show if filters are applied, and be easy to remove them. Argos website is a good example of how this can ...
Guest 6 months ago in CMS Editor 1

Given your circumstances I can see why printing would be frustrating. At a quick count, it's about 12 clicks to get from a quote to the printed document. I would highly recommend logging an idea for this as if you're having problems, I imagine other customers would be as well: https://ideas.prospect365.com/ideas/ Development is largely customer based so we should pick this up fairly quickly with enough votes. The same goes for the undo button!

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Guest 6 months ago in  0

Quotes to be Active Engagement

A customer has suggested that quotes are classed as an active engagement. The argument being if we've logged a quote for them they must have at some point been engaged in order to request the quote.
Guest over 2 years ago in CRM App 1