As a CRM and sales team reliant program, at the moment Prospect only populates the 'Postal Address' from Xero and not the 'Street Address'. As the street addresses are missing in Prospect has meant our sales team are spending wasted time having to...
We use forms to collect data, and sometimes this requires that media be attached. Can this be added so our customers can submit these types of media as they are submitting their form? If so, then can we also have a way to export this media in a la...
Two or more contacts should be able to have the same email address
Our customers consist of consultants, bookkeepers, and work across multiple business and also multiple contacts of the same division have a common email address so we need to make the email address apply to them not have to set up a secondary emai...
Discriminate between Unleashed Warehouses and Sales order Status
We would like to be able to control which orders are synched from Unleashed to Prospect. Specifically we would like to be able to select (or de-select) specific warehouses AND we would like to be able to select (or de-select) orders with specific ...
Stock value for "Sales Orders" in CRM with Access Dimensions
When integrating with Access Dimensions the Stock value for "Sales Orders" is linked to the Allocated stock on sales orders and ignores the quantities that are on sales orders that are unallocated. My suggestion is that another field is introduced...
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