Integration

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Add Trade Gecko Company Code to Sales Ledger Creation Screen

A customer would like to be able to set the company code within Trade Gecko when creating the customer account from the sales ledger creation screen. We currently set the ID which is a sequential number and company name, but the company code is al...

Guest about 4 years ago in Integration 1 Unlikely to implement

1 VOTE

E-learning platform integration with Prospect

We have UK and worldwide based clients who require initial and ongoing training on the use of our products. Making our learning material and tests available online would streamline our processes and add additional control. It would ensure training...

Guest 10 months ago in Integration 1 Unlikely to implement

1 VOTE

Consolidated RFM view at Company Level

RFM stats are currently generated per ledger, so only show at Division level. If it is possible to consolidate these into a view, this would be good to see at Company level as well.

Guest over 4 years ago in Integration 1 Unlikely to implement

0 VOTE

Import customer reference for Unleashed Sales Invoices

The CRM Unleashed integration does not import a customer reference from the Invoices endpoint. This causes the field to be "lost" when an order is progressed to invoice. We could look into a way of requesting this from Unleashed, or if not accessi...

Guest over 3 years ago in Unleashed 1 Unlikely to implement

0 VOTE

Increase the Save to CRM file size

Some customers have requested that the Size of emails and attachments needs to be larger so they may save in plans/proposals that at 4 or 5mb each

Guest about 4 years ago in Integration 2 Unlikely to implement

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