Automatically change the order due date for ordering cut off time.
We operate with a same day dispatch on all orders taken before 2.30pm. After 2.30pm all orders will be dispatched the next day. To aid our staff and ensure that the orders taken after 2.30pm are scheduled for the correct day of dispatch it would b...
Guest
over 4 years ago
in CRM App
0
Good idea awaiting more votes
Option to Exclude B2C Retail customers from RFM Analysis
Our business is has both B2B and B2C therefore to manage our B2B customers more effectively and have an accurate report on wholesale sales we need the option to exclude B2C customers from the RFM Analysis..
Guest
almost 3 years ago
in Other
2
Already exists
I have it set in the system settings that when you click on the phone icon next to a phone number, the system will pop-up a note or task to be saved. But it if I want to look at that note in the future, it will not tell me which number I dialed. C...
A customer would find it useful to be able to set default options for sales ledger creation. E.g. choosing a default payment term as this can be the same for most customers.
Mark Companies as RFM Segment Closed when obsoleted in Unleashed ... before the first 4 orders
At the moment if a customer account has been closed before making 4 sales it goes into the RFM segment of closed as we only do RFM analysis once a customer has had 4 transactions. It would be great if we can just mark any obsoleted accounts in Unl...
It would be useful to have a report that shows 'Recalls I Set' which shows any recall that you set for another user that has not been actioned since that recall you set so that you can ensure that actions are being completed
I don't believe I woul...
Currently, if an email bounces it shows a 1 in the Email Bounced Field on a Contact. For the Subscribed field this is shown as Subscribed, unsubscribed and unknown. It would be good if we could see words for email bounces in the same way to make i...
0
Good idea awaiting more votes
0
