Unleashed allows users to set non-default statuses for their Unleashed Orders, we should give users the option to add Custom order statuses to the CRM which can be used in the "Accounts Order Status".
Tasks (New) to show count of tasks on date for user
Old tasks/recalls used to tell you how many tasks were assigned to a user on the date of the task you were creating. The new task creation screen does not seem to show this count. It would be great to have something similar to help users have a be...
Customers will find it very useful to have a calendar in the CRM, where they could preview recalls, appointments, orders created, etc. This could also be linked to outlook.
Send Email Address, Name, Quote ID and/or Description and Cardholder Name to Stripe when payment is taken
Currently, we just send the card details across to Stripe when payment is taken. This leaves a lot of information not populated in Stripe making it hard to narrow down whom the order was processed for.
Include Relationships when searching on Global Search
It will be useful if the relationships set on CRM records such as Opportunity, Contacts, Company can also be included in the search when using the Global Search function.
Total Problem Open time field and status change timestamps
A field to track the amount of time a Problem record has been open for. As well as when a Problem Record has it status changed so reporting on Problem resolution time is easier.
The ability to create reports which are only visible to specific users such as admin users. Rather than fully private or visible to everyone. Would allow for reports to be shared with members of management without all users being able to see.
To be able to search on the delivery addresses of other companies in the Sales Order/Quotes
It'll be very useful to customers in several scenarios:1) Ship to a transport company which will then handle the freight forwarding 2) Customers can collect up from a depot 3) Customers can collect from an agency/partner. Sales orders can be creat...
1
0
