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Search by phone number

When you have missed calls and you want to be able who has called, it would be handy to be able to search for the contact via phone number
Guest almost 2 years ago in Other 3 Shipped

Expand 'Add New Product' Fields to include supplier details for Unleashed Users

The fields need to be expanded in the 'add new product' pop up in Prospect. Currently there is only basic information. Unleashed users should be able to choose what fields appear in this box from a list of every field available in Unleashed, espec...
Guest about 1 year ago in Unleashed 2 Shipped

Trim Exchequer extended descriptions - Trim or Preserve (Trim amended to blank lines only)

At the moment, the system setting "Trim Exchequer extended descriptions" can be set to Trim or Preserve, but either option will affect both the documents and the quote line extended description. Trim - currently removes all whitespace in the Stock...
Guest almost 3 years ago in Integration 0 Shipped

Klaviyo integration!

Klaviyo would be such value add for us to see b2b and b2c customers through market emailing.
Guest about 3 years ago in Integration 6 Shipped

Enhance MailChimp integration to show when customer have been sent an email.

A customer has highlighted that the CRM doesn't record if an email has been sent out to a customer through MailChimp. You can see when they have opened the email but you cannot see if they have been sent it without going to MailChimp. Customer has...
Guest almost 4 years ago in Integration 3 Shipped

Use unleashed default delivery method and Sales Order Group when creating orders

In Unleashed you are able to assign the Delivery Method and Sales Order Group on a customer record. When creating a Sales Order in Unleashed under a customer, these are then used by default and helps ensure that the products are being sent out on ...
Guest over 1 year ago in Unleashed 0 Shipped

Credit Limit to pull from Unleashed and show on Company page

I would like the credit limit to be pulled from the Customer in Unleashed and show on the company page in Prospect. This will be extremely helpful to our sales staff as they do not have any access to unleashed and use Prospect for all information.
Guest over 2 years ago in Integration 4 Shipped

Integrate with Dear Inventory Order Memo Field

Dear Inventory customers use the Order Memo field to add further details about the order. Customers would find it useful to be able to post comments from the CRM into this field.
Guest about 3 years ago in Cin7 Core 1 Shipped

Order creation FAILURE alert

At times the Automation fails to create an order in the Accounting System which could be for a multitude of reasons. It would be useful to have an option to send an email to the user that requested the order to be created, as well as a secondary p...
Guest almost 3 years ago in Integration 0 Shipped

Update for Quote Document Description not to be Overwritten

So quote document descriptions are not deleted/overwritten whe selecting the quote document template
Guest about 2 years ago in Other 2 Shipped