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Complete and Create new task button

When completing mandatory tasks within opportunities, we cannot complete the task without first making a new task. The idea is a "Complete and create new button" for our salespeople to complete the open task before creating a new one against the o...
Guest 19 days ago in  0

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 about 2 years ago in Product Management 3

Option to restrict warehouse visibility per user

Restricting visibility to some warehouses would allow our users in the UK to only see what stock is available in the UK across multiple warehouses, and vice versa for our team in the US. This would make the 'total available' stock different for ea...
Guest 3 months ago in Admin Portal 0

Search box in Problems section needs to search the Summary field. Currently only searches ID and description field.

The summary field is used to add information about the Problem case, often including serial numbers etc. It is essential to be able to search this field without having to create a custom filter.
Guest 7 months ago in CRM App 0

Field for 'In Stock' or 'Not In Stock'

Rather than having the exact amount in stock or not in stock, having a field that simply says 'In Stock' or 'Not In Stock' would be great so we can have this on our quote template. We would rather not give the exact number.
Guest 3 months ago in Other 0

Mobile App

It would be great to be able to access all the features and information in a proper iOS / iPadOS / Android app on the go. I know the website renders as mobile responsive but it's still not an intuitive as a full app. If you look at the examples pr...
Guest almost 5 years ago in  2

Allow email quote tables to be edited as document quote tables

A customer has reported that they would like to add the delivery charge to a quote table. It would be good if this table was able to be edited in the same way other quote tables are. With customers being able to select columns to add and fields to...
Guest over 1 year ago in  2

Add option to Sync Sales Order Group/Customer Type with Industry

Sales Order Group and Customer Type are fields in Unleashed that are commonly used for segmenting customers. It would be useful if these could be synced with the Industry field so that they are sent to integrated email marketing systems.
Guest 11 months ago in Unleashed 1

Additional email not searched in global search

We have contact records who exists at a head office for example, and buy on behalf of numerous divisions around the UK. If this contact gave us an enquiry for a particular division, we want the enquiry to go against that division and not head offi...
Guest about 2 years ago in CRM App 1

Sync Physical address from UNLEASHED to customer details page rather than postal - or have the option to choose default

No point having a map to show where the PO Box is - Physical location is key - especially when using a mobile device on location
Guest 24 days ago in Unleashed 0