We are looking to upload an excel sheet with fields more similar to the Contact Data Importer process. An excel sheet of 400 rows for example. We want to include as much data as possible to avoid having to manually fill in fields for address lines...
We should add a quote action log into the CRM so that we can see what it changed from and when. In the XML API there should be a change status function that goes to set the relevant information for each status e.g. action log entry, order date/by/...
It would be good if the columns on the product search page on quotes could be sortable. This would be the Quantity, Price, Cost Price, Discount, Quantity Available and Value (ex. tax) fields.
Unleashed Order Satus Option when creating new orders in Unleashed
When we pass orders from the CRM to Unleahed we place the order into the status of 'Parked'. We should have a system option for Unleashed customers so the CRM is able to place orders in the status or 'Completed' so the users has less admin within ...
Guest
over 5 years ago
in Unleashed
1
Good idea awaiting more votes
Customers would find it very useful if reports contain a field that shows the user that generated the last activity. This way the report will show when a division/company was last contacted and who last added the activity.
A customer sends out excel quotes to particular customers who prefer to compare costs within Excel. Currently there is no standard quote table search & replace field that can format correctly (fit within appropriate cells) within an Excel Docu...
Have option for RFM Analysis to also consider Imported Sales Transaction Data
RFM analysis works well for orders placed through Prospect, however it fails to take into account other data such as invoices which may be entering or created by the accounts system from other sources and therefore a customer may place a single la...
1
Good idea awaiting more votes
0
