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automatically create an opportunities for new customer (to make sure they are onboarded and repeat order)

Once a sale is made, the customer is in the state "New Customer" and we add them to an opportunity pipeline to guide them to welcome, check-in, push for second order, check in and get photos, push for third order - lather rinse repeat until custom...
Guest over 1 year ago in CRM App 0 Good idea awaiting more votes

Add a Task to a Sales Order

Would be helpful to have this feature as you can add it on a quote/opportunity!
Guest over 1 year ago in CRM App 1

Telephony integration to 3cX

3cX offers integration to anything that has a rest API, which we do. This would be extremely helpful to so many users I'm sure to have some automation around phone calls
Guest over 1 year ago in CRM App 3

Sales Order Comments

When raising a sales order it would be good to have a field where users can add notes relating to the sales order. At the moment notes can be added on the product line item level or in the customer order reference field. The new notes field should...
Guest almost 4 years ago in  0

Add to basket from product item plugin to increase quantity of exisitng line

Currently, if you add an item to your basket from your CMS site, this will create a new line for the product in your basket. Customers have reported that they would like to see this increase the quantity of the existing line for this item in their...
Guest over 1 year ago in CMS App, Websites & eCommerce 1

Be able to cancel multiple quotes at once via bulk update

This would help when going through previous quotes and for someone who creates a lot of quotes on a daily basis, this would help with old quotes I know are not going to get confirmed. I would be able to select multiple quotations at once and cance...
Guest over 1 year ago in Admin Portal 0

Add download button to Word/Excel Document Templates

At the moment if you click the button to edit a document it tries to open Microsoft Word. However if your business does not use Office this means that you aren't able to edit/amend templates. If a button was added to download the underlying Word/E...
Guest over 1 year ago in CRM App 0

Be able to have 'Or' filters using the report builder

A customer was trying to do apply multiple postcode filters using the 'start with' option but you only have the option to do '&' instead of 'Or'. They do have a work around which is to apply the postcode filter one at a time to add the contact...
Guest over 6 years ago in  0

Unleashed "Can Assemble" Stock value inclusion

It would be good to have the option on the Unleashed integration to use the Can Assemble stock value, as well as the Stock on Hand value. Basically, Stock on Hand + Can Assemble. This would give our team and customers more of an understanding of s...
Guest over 2 years ago in Unleashed 0

Ability To Copy Selected Lines From Quotes

Would be great to highlight individual lines on a quote that you would like to copy, rather than just the whole quote.
Guest about 9 years ago in  0 Already exists