We have had feedback from a customer that would find it useful to have a notification sent out to account managers if there are outstanding Aged Receivables under customers they manage
Hide B2C customers from the account manager dashboard 'underlying' report.
If you select Exclude B2C customers from Sales Order analysis in the system settings, the report (https://crm.prospect365.com/view/Report/Dashboard-ThisMonthOrders?args=%7B%7D) does not filter out B2C sales ledgers which makes it not match the val...
Both in-house and with many customers, it's not the sales team's responsibility to create sales ledgers in the CRM (or at least not managers).
So although we have brought this new feature into the web UI to be able to create sales ledgers in the C...
Unleashed has a field called Sales Account on orders, a customer has given feedback that it would be useful for them to be able to set this on the quote/order level and then have this be sent through to Unleashed
For example, have folders which only Admins are allowed to see and add to and delete etc. This will allow Admins to add files that are sensitive to be added to the CRM if som
Add mailchimp import to support unsubscribing cleaned contacts
When a contact in MailChimp gets a hard bounce or multiple soft bounces, it is marked as 'Cleaned' which in MailChimp will prevent them from receiving future marketing emails. As this doesn't directly affect the subscription status, this doesn't g...
In Unleashed if a customers purchase order has already been used, its flags it, could the same be done in Prospect? Prospect already prompts you if you confirm an order that nothing is entered into the customer reference and also another prompt is...
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