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The ability to search for sales over a specified date.

We want to identify a sale pattern of skus to understand whether a customer has stopped purchasing a specific item. Further we want to understand which products are performing best and at what time of the year. Our industry is very season specific...
Guest over 3 years ago in  2

Discriminate between Unleashed Warehouses and Sales order Status

We would like to be able to control which orders are synched from Unleashed to Prospect. Specifically we would like to be able to select (or de-select) specific warehouses AND we would like to be able to select (or de-select) orders with specific ...
Guest 9 months ago in Unleashed 0

Remove/change default Estimated Close date

At the moment, when a new leads created a default estimated close is set. Is it possible to create a system option to either change the default estimated close date (i.e. 7 days ahead or 30 days ahead) or remove the default date so no date is set ...
Guest over 5 years ago in  0

Use the words "Quote" and "Quotation" correctly throughout the product

It may only seem to be a small thing, but as we're all in the business of producing quotations, we should get it right in the systems we use... "Quote" is not an abbreviation for "Quotation". Therefore, the tab on the left should be "Quotations"; ...
Guest 9 months ago in  2 Unlikely to implement

Cascading Dropdown Menus

Dropdown menus whose choices are dependant on the selection of another dropdown menu
Guest 9 months ago in Automation 0

Custom emails in CMS Registration plug-in

Customers would like to configure bespoke email templates in the CRM that they would then like to be able to use in the CMS Registration plug-in
Guest about 2 years ago in CMS Editor 0

Group Output Format Settings - Summarise Group Total on quote template

Sometimes it would be great to have the majority of qroups expanded on the quote (all line details shown) but consolidate a couple of groups into one line. Can there be a switch within the Group output format settings to achieve this. Use case exa...
Guest 9 months ago in CRM App 0

Allow decimals in Pack Sizes

It would be amazing for a Pack Size to include a Decimal point in it's calculation. ie. 1 base unit - 1 box of this base unit is 1.5 of the orginal unit
Guest 9 months ago in Product Management 0

Display Description Only Line as Blank rather than Template Product Description

A customer would find it useful to display the description only line as blank rather than pulling through the template product description. At the moment you have to use a template product when configuring the description only line and when you cr...
Guest over 4 years ago in CRM App 0

System Option for Status of Order in Dear Inventory

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.
Guest over 4 years ago in CRM App 1 Good idea awaiting more votes