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bulk update task dates,

bulk update task dates,
Guest over 1 year ago in CRM App 2 Planned

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest over 1 year ago in Unleashed 1 Already exists

Data Importer matches based on translations

At the moment, if you have different translations for values in a custom dropdown eg a french word for a dropdown value. The data importer will not work unless the english(gb) version of this dropdown item is entered, even if the importer spreadsh...
Guest over 1 year ago in CRM App 0

Display Memo Notes from Opera on a Sales Ledger

A customer would like to see the memo notes from Opera on a sales ledger within the CRM.
Guest about 5 years ago in CRM App 0

Account Managers Permissions to edit unassigned accounts and read-only for other accounts

When enabling account manager permissions to only see their own, it would be great if they could also view and change unassigned and view only all other customers. This way a sales person will not contact another sales persons contacts as there is...
Guest over 1 year ago in Admin Portal 0

Update Credit Check plugin to pull information from the Division and contact

Currently, the credit check plugin does not pull email address, address line 5 and cont no from the division/contact of the user using the plugin. This instead will use the information on these fields from the Model Ledger set in system settings. ...
Guest over 1 year ago in  0

Ability to trigger an email campaign or add a contact to it from the contact record

I met with Eyelash design company yesterday and they talked about a feature that they wanted. They want to use Dotmailer which is another project but in general they wanted the following: - Have campaigns setup in their email marketing system whi...
Guest almost 7 years ago in  0

Allow customisation of Country field

The CRM and ERP software use different variations of country names. i.e. United States of America vs United States, United Kingdom vs UK. Customisation would allow these addresses to match what is in the ERP.
Guest over 1 year ago in CRM App 0

Save to CRM for Excel/ Word

It would be really good to have "Save to CRM" functionality in other Office applications such as Word or Excel. This will allow people to quickly search for a record and store the document against it without having to save it somewhere, generate a...
Guest over 8 years ago in  0 Will not implement

Set on-hold for orders when quote-to-order workflow buttons are used

Useful as allows all changes and check to be made once an order has been confirmed before sending through to the inventory management system - reduces the risk of in stock items being shipped to incorrect address's or invoices be rejected as allow...
Guest over 1 year ago in Automation 0