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Cin7 Core

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Syncs Quotes to Cin7 Core

Having the CRM to be able to push through the unconfirmed Quotes to Cin7 Core: Regarding syncing quotes with Cin7 Core, it would be beneficial to have the quotes generated in Prospect also available in Cin7. This way, any team member who doesn't h...
Guest 11 months ago in Cin7 Core 1

Two way sync for Company with Cin7 Core/DEAR Inventory

It will be very useful and helpful to customers using Cin7 Core/DEAR Inventory that when they update the company details in either system, the change is reflected in both CRM & Cin7.
Guest over 1 year ago in Cin7 Core 2

Import Sales Person Onto Sales Order Header for Cin7 Core

We currently do not import the sales person onto sales order header for Cin7 Core. This would be a great enhancement to make as it would allow our users a better overview of the sales processed in Cin7 Core.
Guest 10 months ago in Cin7 Core 0

Able to attach documents with Sales Order when sending to Cin7 Core

It will be useful for customers who need to include their PO with the Sales Order which is required to be presented during delivery.
Guest over 1 year ago in Cin7 Core 1

Use Dear integration to pull details of Credit note, number and value into relevant issue.

When a problem/issue results in a credit being issued, Prospect should pull the credit note number and value to the appropriate problem record. This would reduce time in manually updating the record and ensure accuracy of the customer record.
Guest about 3 years ago in Cin7 Core 0

Post Email And Phone Number when creating contacts in Cin7 Core

As part of creating accounts in Cin7 core from the CRM, you can select a contact to be posted across to Cin7 Core. However this currently does not post the email or either of the phone number fields. It would be beneficial to our users to prevent ...
Guest 12 months ago in Cin7 Core 1

Ability to change Dear Inventory Customer Default Price Tier from CRM

A customer would find it useful to be able to change the Dear Inventory Default Price Tier from Prospect CRM. Currently once it has been created as a new customer any changes to the default price tiers needs to be completed in Dear Inventory and t...
Guest about 3 years ago in Cin7 Core 0

Sync Order Memo from Cin7 Core

Our sales representatives often key in important information when taking an order from a customer against the Order Memo field in Cin7 Core (e.g. why a customer didn't order a certain item, etc.) that would be useful to have in Prospect.
Guest 8 months ago in Cin7 Core 0

Sales reports that you can choose specific dates for

At present you can only choose periods of time - eg this month, last year etc. It would be useful to be able to choose specific dates to be able to run a Year on Year report from any date.
Guest about 2 years ago in Cin7 Core 0

Set Cin7 Sales Rep on new customer accounts to account manager by default

When you are creating a customer account for Cin7 Core from your workspace, this currently sets the Cin7 Sales rep to be none by default, even if there is an account manager already assigned to the company. It is logical that the sales person of t...
Guest over 1 year ago in Cin7 Core 0