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Categories CRM App
Created by Guest
Created on Aug 11, 2021

Unleashed - Confirming an order for a new customer

When confirming an order for a new customer and choosing to create a new customer, there are a number of things that can make the process better, these are:


Have the ID automatically populated to be the same as the company name with the option to allow the user to update the ID.

The contact details of the user associated with the order should be populated on the pop-up screen and this should be synced to Unleashed. At the moment the pop-up screen does not display the details of the contact associated with the order, a primary contact is created in Unleashed, however this doesn't contain any information and the contact's details have to be entered manually.


When you confirm that you want to create a new company and submit the details, you have to click confirm for a second time once the pop-up window is closed. You should not have to click confirm twice.

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