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Set Cin7 Contact Type when creating new Customer Account

Within Cin7 there is a drop down called Contact Type on a customer account. Currently we're not setting this when a new customer account is created via the CRM. The contact type is used to differentiate between Customer & Supplier.
Guest over 3 years ago in CRM App 0

Default Pack Size for Product

A customer has different pack size quantities and would like to be able to set a default pack size unit for a product. E.g. one of the products may be sold in a pack of 100 and a pack of 10. Usually the product is sold in a pack size of 100 so it ...
Guest over 3 years ago in CRM App 0

Sales analysis - Global dashboard

There should be a global version of the sales analysis dashboard, that is available at the customer level. It is good seeing sales by product at a customer level it would be good to see the sales by product chart for all customers. There should be...
Guest over 3 years ago in CRM App 0

User permissions - Create Customer when confirming an order

When confirming an order for a new customer a user is presented with an option to create the customer in their accounting/ ERP system. In order for the user to be able to create the new customer they need to have CRM Admin permissions. There shoul...
Guest over 3 years ago in CRM App 0

Add multiple upsell items

A customer has suggested a way to add multiple lines to upsell in one hit. A functionality sort of like the bulk update that has all of the options. At the moment this is one at a time and is very time consuming. Having a feature where you can add...
Guest over 3 years ago in CRM App 0

Add a filter Sum and Count on a collection

It would be useful to have "Where Count < or >" and/or "Sum of value < or >" a value from a collection. For example "Show me all customers with a total order value greater than £10,000" Or "Show me all companies who have ordered more t...
Guest over 3 years ago in CRM App 0

Unleashed - Confirming an order for a new customer

When confirming an order for a new customer and choosing to create a new customer, there are a number of things that can make the process better, these are: Have the ID automatically populated to be the same as the company name with the option to ...
Guest over 3 years ago in CRM App 0

Renaming Custom fields

Renaming Custom field- It would be nice for search and replace fields to update if the name of custom fields are changed. For example a customer had a field called: 'TEST' to which the search and replace was {LeadXtra.FormTEST}. This field was the...
Guest over 3 years ago in CRM App 0

Selecting the Main image from additional images

A customer has provided some helpful feedback along with an enhancement suggestion. It would be really helpful to simply select a main image from the additional images. This would allow you to easily select between images to keep the items looking...
Guest over 3 years ago in CRM App 0

Add additional option for Default Email Spoke code

There is currently a system option for 'Default Note Spoke Code', which controls the default interaction type that is used when logging notes under records. This is also used for when emails are sent out in the CRM as the default interaction type ...
Guest over 3 years ago in CRM App 0