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Adding a Discount Value field to quotes.

Being able to edit the discount value field as a monetary value. This field would be added on quote lines as a field that can be added onto the page. And would update the Discount Percentage.
Guest over 6 years ago in  0

Colour-code problem status'

We have a variety of different problem statuses, and it would be hugely beneficial it was possible to colour-code each option so it was easier to differentiate between issues at a glance.
Guest 12 months ago in CMS Editor 0

Make List of Custom Fields Editable

Make it possible to edit the list of custom fields created. For example I created a custom number field that should have been a text field. I can't edit it so I had to create a new one and now have two custom fields with the same name.
Guest almost 2 years ago in Admin Portal 0

Daily/Weekly Email Notifications / Alert/Subscription based on reports

Would love to set up email alerts on reports such as number of opportunities created yesterday, etc.
Guest almost 2 years ago in CRM App 3

Drag & drop email straight from Outlook

It would be handy to be able to drag & drop an email straight from Outlook rather than having to save the email beforehand.
Guest over 5 years ago in CRM App 0 Will not implement

Allow Profile Icons to be different when using more than one profile

When having 2 profiles open in different browsers at the same time its difficult to see (without clicking the actual Icon) which profile you need. Even though the user is the same a different icon would clearly be visible for which profile you nee...
Guest 12 months ago in Other 0

Additional Information when sharing notes

A customer has requested that a few bits of additional information display on the shared note from the CRM. Currently the share record notification (See attached) shows the record type, Id and Message. It would be really useful to share a bit of i...
Guest almost 4 years ago in CRM App 0

Import Delivery Address in Sales Transaction

A customer would like to view the delivery address against the sales transaction information however we do not import this. See screenshot of where they would like this information to appear.
Guest over 5 years ago in CRM App 0

Bulk Update contacts on Equipment Items

Be able to bulk update the Main Contact and Support Contact set on an Equipment item. In the case that the Contact changes, there is currently no way to update these fields with the bulk updater.
Guest 12 months ago in CRM App 1

Sandbox Mode for CRM Testing/Demo/Training

A few customers who use Unleashed have asked for a Sandbox mode when testing the Prospect CRM out before going live (during the onboarding stage). Unleashed have a sandbox mode so would be great if the two could be connected as well for complete t...
Guest almost 5 years ago in CRM App 0