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Kanban view from problem reports

Problems can also progress through a pipeline and having a Kanban view for problems would help to have a quick overview of your problems and the statuses that they are in at a glance.
Guest 10 months ago in CRM App 7

Automation Flows - add a post sales email

For situations where perhaps 3 days after the order has been taken, you wish to ask for feedback/a review. Would be a great addition to our Automation Flows feature. This can be based on the CRM order date.
Guest 5 months ago in Automation 0

Discount on the company detail page that is linked to the Quote and Sales Order pages.

When setting up a company through Procpects there is no where to put a Customers discount and therefiore you need to go out of this software to add the discount to Unleashed and then continue setting up the company on prospect. Please can we have ...
Guest about 1 year ago in CMS Sites 4 Investigating

Companies / customers nearby (Near Postcode/Zip) for International Customers

Currently the customers near postcode is only available for UK postcodes, it would be good to expand this offering to other countries who we can offer this functionality to. For example we could offer this for New Zealand customers as the function...
Guest about 4 years ago in CRM App 2

Ability to import Equipment Items

If you need to create equipment items in bulk there is currently no way to do this. If equipment items were able to be imported like opportunities being assigned to Companies it would save time creating them.
Guest over 1 year ago in CRM App 1

Change Company Type when order is placed in ERP/Accounting System

Currently the 'Change to on Sale' option when configuring Company Type only applies for orders made in CRM directly. If this is also applicable for orders made in ERP/Accounting System, it will be beneficial for customers who don't quote/order fro...
Guest 5 months ago in Integration 0

Ability to send group emails to customers

The ability for users to send group emails from the CRM to a selected customer group for things that aren't marketing but for price lists and other bulk customer correspondants
Guest almost 4 years ago in  2

Goals to appear on Account manager dashboard

It would be useful to show goals by account manager within the account manager dashboard. Ideally within the "Orders" section. Showing Month to date orders as it currently shows against the set goal for the month.
Guest over 2 years ago in Admin Portal 8 Likely to implement

Option to keep discount/special price when changing quantity

Currently when you change the quantity on a line within the CRM the discount is reset to zero. I think there should be a system option to allow customers to decide whether the discount is reset to zero; or the discount already applied should t...
Guest over 4 years ago in CRM App 3 Good idea awaiting more votes

Task Reporting

Ability to pull reporting showing all tasks (open and otherwise) for an account or sales manager.
Guest over 1 year ago in  1