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Import warehouse code for Unleashed Purchase Orders

Currently our integration doesn't import the warehouse code of a Purchase Order in Unleashed. This field does seem to be available in the API, it is just not yet implemented. This would be a useful feature to populate the existing warehousecode fi...
Guest over 1 year ago in Unleashed 0

Have multiple regions for a company

At the moment you can only have one region for a customer, however some customers may need several regions applying to them.
Guest over 2 years ago in Other 0

Option to not Import Suppliers

A customer would find it useful to have an option to not import Suppliers. Currently we import suppliers but there is no option to not have this information pulled through. Some customers will just use Prospect CRM for managing customers & pro...
Guest over 2 years ago in Integration 0

Option to create Purchase Order into QB when confirming order from Prospect CRM

A customer tends to create a purchase order straight away when an order is confirmed by a customer. They would find it useful to have the option to create a purchase order into QB when confirming an order from Prospect CRM. Currently they would co...
Guest over 2 years ago in Quickbooks Online 0 Investigating

Unleashed Sales Person to appear on the dashboard in Prospect

On occasion due to projects starting, we need to use unleashed to add an order rather than Prospect. We need the Sales Person from Unleashed to map across to not only the Prospect system but also the dashboards to track performance.`
Guest 7 months ago in Unleashed 0

Setting Product Cost Centres through Tags or other fields in Cin7 Automatically

It would be really helpful if prospect pulled brand and category for Inventory in Cin7 and you could setup rules to automatically set cost centres? This could also set Tags at the product level as well.
Guest 7 months ago in Cin7 Core 0

RFM by Delivery Address match on postcode

Considering delivery addresses can have different Line 1's but still be the same company it would be much more beneficial to have an option to match only on Postcode. If this was an option (toggle) to choose whether you want it to just Address Lin...
Guest about 1 year ago in Unleashed 1

Sales Ledger Creation Screen - Contact Name for Exchequer

Add an additional field for Exchequer Sales Ledger creation to push across the Contact Name.
Guest about 3 years ago in Exchequer 0

Sales Ledger Creation - Email address to show in a drop down a list of email addresses from the contacts at the Division

Currently when creating a sales ledger, the user sometimes will need to re-key the email address they entered at a contact level. It would save the user re-entering information or going back if they forget the email address, if the email address h...
Guest about 3 years ago in Integration 0

Display Courier Tracking Number - from Cin7

Cin7 obtains the "Carrier" (i.e. courier company) and "Tracking Code" (i.e. courier tracking number) - it would be helpful if that could be displayed in a field in Prospect. This would allow the Sales Team to pass that information onto the custome...
Guest 7 months ago in Cin7 Omni 0