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Show physical and on order stock in workspace

Currently, we perform a calculation of the physical and on order stock to show the Quantity available in their workspace. Some products that have been ordered for our customer might not arrive for months, and this could cause them to sell items to...
Guest 11 months ago in Access Dimensions 2 Already exists

Address Auto Populate Into Correct Fields

When creating a new business contact and inputting the Main address for this contact, the lines the address is on does not auto populate into the same lines when creating a Sales Order for the same contact. For Example; On Main address "City" is o...
Guest almost 3 years ago in Integration 1 Already exists

Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Guest 7 months ago in Unleashed 3 Already exists

Show which user has portal login when resolving duplicates

When resolving duplicates, you get a long list of all the Contacts but these are all pretty similar so it's hard to tell which is the one you actually want to keep, particularly if they all have the same name! Importantly, you need to know which U...
Guest 8 months ago in CMS App, Websites & eCommerce 3 Already exists

Allow Enquiry forms to map to custom enquiry fields

Currently on the form you have a small set list of fields you can map to so even if you add a memo field, you don't really have anywhere to put that data on the Enquiry. It would be great to allow the form to map data into custom fields made on th...
Guest 9 months ago in CRM App 2 Already exists

Recalculate quote to show latest pricing

No description provided
Guest almost 3 years ago in CRM App 3 Already exists

Show last activity on engagement report

On the Engagement section on the Account Manager dashboard, the last active engagement is set to 30 days prior. I would be useful if it showed the actual date of the last engagement.
Guest over 4 years ago in CRM App 1 Already exists

Stop saving the typed in product code on the search box in quote-line

A customer has found that since moving to 47, the ability to save the type'd in product code has proven to cause an issue where lines are being duplicated where hitting tab allows for the same product code to be added again in the instance where a...
Guest about 5 years ago in CRM App 0 Already exists

US Date format in CRM

It will be great for US customers to be able to choose the date display format to MM/DD/YYYY instead of the default DD/MM/YYYY. This way, they won't get confused when creating/processing orders or for reporting purposes. Currently, you can only se...
Guest about 1 year ago in CRM App 1 Already exists

Notifications based on custom fields in quotes and orders

We use custom Yes / No fields within the status section of quotes. It would useful to notify certain people when the status of these is changed.
Guest about 1 year ago in Automation 1 Already exists