This would be useful when one contact manages many companies or is the main contact for them so then you can quote that one contact. This would also mean they can have their main email address selected and not additional.
A customer has noted it would be useful to be able to flag certain customers as not interested within a Magic Matrix Category. The reason behind this is because some customers may never buy from that category, so rather them be classified as Unawa...
Two really good reports that are ideal for generating marketing actions from, have issues with adding to campaigns - the Missing orders drill down - allows 'Add to Campaign' from the menu (see screen shot) but when clicked and campaign is chosen -...
Currently an order can be put through to Unleashed that arrives as an invalid order because we have not observed the default settings from a product. This applies to pack quantities and minimum order quantities. (see example on screenshot)
It would be really useful if you could create a new report from the report selector dropdown. It would need to start on the entity you are currently working on.
B2C Exchequer Sales Ledger Creation - transfer across mobile number
Currently if you go to create a Sales Ledger for Exchequer against a contact (B2C), it will populate the new ledger screen with the main phone number field against a contact. However Exchequer has a field for Mobile Number, can a new field be adde...
Enhance the report builder to allow to go top-down in the database hierarchy
We have a customer would like to be able to link from division to document using the report builder. I have tested this using contact, lead and problem records also, but it seems like you are unable to go top-down in the database hierarchy using t...
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