Populate further contact fields when creating Unleashed customer accounts from CRM
Currently we just pass through the email address & phone number into the contact section of the Unleashed customer account when an account is created via the CRM. A customer would like to populate the following: Name Order Contact Flag Invoice...
Enhanced Data for Klaviyo Integration (RFN Categorisation)
We have recently integrated Prospect365 into Klaviyo to be able to create more automated email flows for new prospects. Once a prospect has converted to being a buyer they will start to be categorised in RFN. This breaks down a customer into vario...
Recalculate Tax on lines if delivery address changes
If you add lines to a quote in the CRM or a basket on the CMS with VAT By delivery Address enabled, and then change the delivery address, it does not recalculate tax on the existing lines, but new lines added will use the new Tax rate for the deli...
QuickBooks only allows you to create estimates/orders/invoices in the currency set for the quickbooks customer. Once the customer is created in Quickbooks, the currency cannot be changed. The CRM should restrict the currency of the Quote/Order to ...
It would be great if you could configure a way to sync any CRM custom fields to Unleashed. Particually for Quotes/Orders then you won't lose any data/info inputted in the CRM
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.
A customer would find it useful to be able to set commission rates within the CRM for their sales reps. The sales reps would be able to see this commission rate when keying an order or a quotation through the CRM. And it would be important to be a...
Currently, there is no functionality to restore deleted reports. Might be an idea to create a 'recycle bin' in the UI for reports and have them deleted after 30 days?
Guest
about 3 years ago
in CRM App
0
Likely to implement
It would be helpful to have an undo functionality for fields that are auto saved. For example if you accidentally over type the customer's email address & click out of the field, you can't then undo your saved change.
1
0
0
