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Add a sales ledger upsert for Access Dimensions integration

Currently when creating ledgers in the CRM, this will only get created in Dimensions when the sales ledger import item runs. When trying to confirm an order for a new ledger created in the CRM, the order confirmation does not attempt to upsert the...
Guest 7 months ago in Access Dimensions 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 almost 3 years ago in Cin7 Core 0

Integrate to CIN7 Custom Fields

A customer would like to integrate to CIN7's custom company fields and have these imported into Prospect CRM.
Guest almost 3 years ago in Cin7 Omni 1

Warning Message banner

Duplicate what happens in unleashed. When you create a sales order with a certain customer ( which has been previously set up with a message unique to them) a pop up box appears with text warning you of something. The wording is irrelevant it is m...
Guest over 2 years ago in Unleashed 3

Upselling - Recommended linked products should have their own sub-group or sub-totals on quotes

When a 'linked' recommended upsell product is included on a quote, it should have its own subtotals. The Must sell and Upgrade are necessary to be included in the body of the quote table but the Recommended only items should be shown as separate a...
Guest about 1 year ago in Integration 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 about 1 year ago in Cin7 Core 0

Increasing The Delivery Note 1 and Delivery Note 2 fields to 300 characters on Sales Orders

This would mean notes could be left about delivery restrictions or alternative locations with full addresses etc without having to edit it down extremely
Guest over 3 years ago in Other 0

Remove deleted delivery addresses in ERP integration

For cloud-based ERP systems we do not remove delivery locations that are deleted in the ERP system, as the API no longer returns them to us. For most systems (QBC excluded I believe) the addresses are linked to the Customer record, and as there is...
Guest almost 3 years ago in Integration 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 almost 2 years ago in Cin7 Core 0

Industry summary on sales dash board

I would like ot be abe to view industry summaries on the various dashboards
Guest almost 2 years ago in Other 0