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Change Layout of Product Search Results (Web UI)

Feedback from Jethro at CSG- The layout of the product search results is not helpful. Would prefer to have the product description in larger text and product code smaller (or the same) to make it more obvious to users that they have the correct pr...
Guest over 6 years ago in  1 Good idea awaiting more votes

Stock or Order Call-Off

It is quite common place in the wholesales and distribution market for customers to order very large quantities up front but choose to either deliver to multiple locations and/or in multiple smaller batches over many months. Supermarkets often do ...
Dan Bryant almost 7 years ago in  2 Good idea awaiting more votes

Computed fields in reports

It would be really useful if it was possible to generate computed fields e.g. (forename + ' ' + surname) as name I appreciate the above example already has a special component for it but the idea is still valid all the same.
Dan Bryant almost 7 years ago in  0 Good idea awaiting more votes

When adding contacts to an activity from a report you should be able to click on the alert to go to the activity

When you add contacts to an activity it pops up a green message at the top of the screen to confirm this has been done. It should have a "Go to activity" link as it is likely they want to go and work on that activity following adding the contacts.
Peter Slot about 7 years ago in  0 Good idea awaiting more votes

List value limit for Custom Fields

A customer has asked for a list of the maximum data they can put into each of the custom fields. This would help customers understand and plan customisations a bit better when customising the CRM. We have a guide that this would be perfect to fold...
Guest almost 4 years ago in CRM App 0 Good idea awaiting more votes

Search and Replace Field for User's Forename

A customer would find it useful to have an option to include a user's forename as a search and replace field rather than the user's full name. This is useful for signing off emails.
Guest about 4 years ago in CRM App 0 Good idea awaiting more votes

B2C Contacts Created from Unleashed Import using the "sales channel"

A lot of Unleashed customers have an integrated eCommerce website which are primarily B2C consumers. Our import when we connect to Unleashed imports them all as B2B records rather than individuals. Unleashed has a drop down called Sales Channel &a...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Show version history for customiser

At the moment if you wanted to revert customisations made using the customiser on a record layout, you would need to revert back to the original layout. It would be great to show the version history & revert back individual changes rather than...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

adding new line in the middle of your current lines

When building a large quote, some times you may want to add an item into the middle of a list of 10 lines. In the old system when adding a line you would just set the line order number to 5 and it would put it roughly in the right place. in the CR...
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes

Send Stripe Card Transaction Number to Unleashed & Xero

Currently the Stripe integration only sends the card transaction reference number to our on premise accounting system integrations, therefore it would be great if this was also sent to Unleashed & Xero.
Guest over 4 years ago in CRM App 0 Good idea awaiting more votes