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Create Contacts under Company Group

We have business customers who have multiple stores/sites that purchase separately, but are the one parent company.These are set up with a company group where each respective site/store is nested under (with the company group as the parent).Often ...
Guest almost 2 years ago in Other 1

Option to include "Related" records When Duplicating Quotation/Opportunity/Problem

At the quotation level, there is an option to "Duplicate" the quote. It would be very useful if there was an option to also duplicate any "Relationships" that the quotation has. In our system, quotations can be related to Inventory Equipment. When...
Guest over 3 years ago in CRM App 2

Syncs Quotes to Cin7 Core

Having the CRM to be able to push through the unconfirmed Quotes to Cin7 Core: Regarding syncing quotes with Cin7 Core, it would be beneficial to have the quotes generated in Prospect also available in Cin7. This way, any team member who doesn't h...
Guest 11 months ago in Cin7 Core 1

Option to create CRM contacts in Unleashed through Two Way Sync

It will be great if there is an option in the CRM for the User to specify if they want the CRM contact to be created in Unleashed. A customer would like to create new contacts in Unleashed through the two way sync as there is no real distinction b...
Guest about 1 year ago in Unleashed 0 Available as Preview Feature

Item Compatibility

We sell a wide range of products that all have different compatibility with one another, some do not work at all together. A common idea we receive from the team is to add a pop-up/flag when 2 or more products are added to a quotation that are inc...
Guest over 2 years ago in Product Management 3

Import Commerce Code, Customs Description and Country of Origin from Unleashed Products

Customers would like to perform interstat reporting from their workspace to monitor the movement of goods within the EU/internationally. Importing Commerce Code, Customs Description and Country of Origin would give them a better overview of this i...
Guest 10 months ago in Unleashed 1

Show emails sent on Enquiry

It is possible to send an email on an enquiry by clicking the envelope button on the email address entered on the enquiry. In an attempt to keep the contact/company records clean, a customer may want to make contact with the enquiry before convert...
Guest over 1 year ago in CRM App 0

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We ...
Guest 4 months ago in Access Dimensions 1

Day trip planner for visiting clients

A day trip planner where you can put all your customers in that you need to see for the day, it has their business name, contact details, address and a time that you have booked the app for. You can then sort the customers by time slots.
Guest 4 months ago in Other 0

Add Problems to Sales Orders

A basic Customer Service requirement is to handle queries and issues from Customers regarding their order. These range from packing errors to late deliveries. It would be really useful to be able to either link a Sales Order from within a Problem ...
Guest 8 months ago in CRM App 0