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User last login Record

It would be helpful for Admin user to monitor the last login or Login logs for thier Users so they can monitor CRM activity.
Guest over 3 years ago in CRM App 0

Adding products to a quote/ sales order

When adding a product on a quote/ sales order, if I use the advanced search option and enter a quantity for a product and click add, the quantity field goes back to 0. As a customer this might be confusing as you are not sure if the product has be...
Guest about 3 years ago in CRM App 1

Increasing The Delivery Note 1 and Delivery Note 2 fields to 300 characters on Sales Orders

This would mean notes could be left about delivery restrictions or alternative locations with full addresses etc without having to edit it down extremely
Guest over 3 years ago in Other 0

Ability to create a new contact when you choose 'Select Contact' if working against a company.

Currently, if you were to place a quote or sales order against a division, you get the option to 'Select Contact' if you wanted to send an email copy, but this only lets you choose existing contacts. If it was a brand new contact on the phone, it ...
Guest over 4 years ago in CRM App 0 Investigating

Add numbers to products lines when placing an order.

When placing a sales order, I could be adding up to 50 different product lines. At a glance, i can tell if i have missed any sku's from the customers order. Instead of having to scroll through each line, to check.
Guest 7 months ago in  0

Unleashed Sales Person to appear on the dashboard in Prospect

On occasion due to projects starting, we need to use unleashed to add an order rather than Prospect. We need the Sales Person from Unleashed to map across to not only the Prospect system but also the dashboards to track performance.`
Guest 7 months ago in Unleashed 0

Setting Product Cost Centres through Tags or other fields in Cin7 Automatically

It would be really helpful if prospect pulled brand and category for Inventory in Cin7 and you could setup rules to automatically set cost centres? This could also set Tags at the product level as well.
Guest 7 months ago in Cin7 Core 0

Be able to remove attachments when using save to CRM add-in

It would be handy to have the ability to remove certain attachments when trying to save the email to the CRM using the Outlook add-in.
Guest over 5 years ago in CRM App 0

Remove deleted delivery addresses in ERP integration

For cloud-based ERP systems we do not remove delivery locations that are deleted in the ERP system, as the API no longer returns them to us. For most systems (QBC excluded I believe) the addresses are linked to the Customer record, and as there is...
Guest about 3 years ago in Integration 0

Where a supplier is also a customer, make it possible to distinguish which company or contact record relates to their supplier or customer status.

We have customers who are also suppliers. In Unleashed, these companies have two records - a supplier and a customer record. In Prospect, when selecting which Company or Contact to add to an Opportunity or Problem, it is impossible to tell which o...
Guest almost 2 years ago in  0