Product Suggestions
ADD A NEW IDEA

All ideas

Showing 126

Import product images from Unleashed

Import product images from unleashed as the API allows us to. This will allow customers to pull through these to quotes and the website and will also make searching fro products easier.
Guest almost 5 years ago in Unleashed 1 Already exists

Displaying quotation as won/ dead on quote records

When closing a quote as won or dead, the CRM still displays the quote record as "quotation" in orange, see the screenshot of a won quote. Some companies don't confirm their quotes through the CRM and instead must leave them in a won/ dead state. W...
Guest about 5 years ago in CRM App 0 Already exists

Copy quote line sequence when copying lines from quotes

When you copy a quote it would be good if the quote line sequence is also copied as they are currently in some kind of alphabetical order.
Guest about 5 years ago in CRM App 0 Already exists

Add a tab for division delivery addresses to the division screen

It may be useful to see a list of division delivery addresses from a tab on the division screen
Guest over 5 years ago in CRM App 0 Already exists

Refresh Xero data button on invoice

It would be useful to have a button to press to refresh information such as the paid flag on an invoice in Xero. This could be accompanied by a date at which the data was last updated as some fields get imported hourly and not instantly.
Guest almost 6 years ago in Integration 0 Already exists

Multiple Email address's

Within our contact level, we can only add 1 email address, with the nature of our business we can have multiple email address and it would be useful to be able to add them all in to that box.
Guest almost 6 years ago in CRM App 0 Already exists

Customer order ref to be included in Quote search

It would be good to include the quote customer ref when performing searches on quotes so they can be found easily with that value
Guest about 6 years ago in  0 Already exists

Allow larger bulk updates (beyond 1000 records)

When using the bulk update tool if the data is across multiple pages the bulk update will only do a certain amount of rows. I did an bulk update for a customer and 2699 required updating. I had to run the updater three times in order to update all...
Guest about 6 years ago in  0 Already exists

On Hold Options for pipelines

Most pipelines, both Opportunity and problem will need some sort of onhold stage that leaves the pipeline where it is, but that doesn't count as a closed stage
Guest over 6 years ago in  1 Already exists

Show more info on Stock levels page in product view

Update the stock levels page: a) add a "summary stock" that repeats the basic qty available and next available summary that you get on the details page b) add a "available by date" group that shows the stock available by date grid (of what's avail...
Andrew Ardron over 6 years ago in  0 Already exists