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Populate further contact fields when creating Unleashed customer accounts from CRM

Currently we just pass through the email address & phone number into the contact section of the Unleashed customer account when an account is created via the CRM. A customer would like to populate the following: Name Order Contact Flag Invoice...
Guest almost 4 years ago in Unleashed 1

Sync Unleashed Orders into Prospect

Our team often splits orders between Prospect, and Unleashed. However I'm unable to see any orders put on with unleashed. Can this be done?
Guest almost 4 years ago in Unleashed 1 Already exists

Tag or remove from audience contacts who have left company in Mailchimp

When someone leaves a company and is marked as such within Prospect the Mailchimp integration should either remove them from the Mailchimp audience or tag them so that they can be excluded that way. Some Mailchimp pricing tiers are pay as you go a...
Guest about 4 years ago in Integration 0 Good idea awaiting more votes

Ignore Exchequer defaultwarehouse location if Multi Locations is disabled

The Exchequer integration will import a 'Total' warehouse of --- for both Warehouses and Stock by Warehouse (stock levels) sections if the Exchequer 'Multi Locations' system setting is disabled. The Product Item import does not check this setting,...
Guest about 4 years ago in Exchequer 0

Unleashed customer type to sync with CRM industry field

Using our Unleashed customer type to sync with CRM industry field as currently replicating the data.
Guest 10 months ago in Unleashed 1

Add Trade Gecko Company Code to Sales Ledger Creation Screen

A customer would like to be able to set the company code within Trade Gecko when creating the customer account from the sales ledger creation screen. We currently set the ID which is a sequential number and company name, but the company code is al...
Guest over 4 years ago in Integration 1 Unlikely to implement

Text messages: Ability to connect & log

Lots of our customers love & prefer to communicate via text. We use GoTo Connect (link below) for calls & text. Would also be great to connect not just text but also call log history via the CRM here too. Maybe even have the account pop up...
Guest over 1 year ago in Integration 0

Allow Profile Icons to be different when using more than one profile

When having 2 profiles open in different browsers at the same time its difficult to see (without clicking the actual Icon) which profile you need. Even though the user is the same a different icon would clearly be visible for which profile you nee...
Guest 11 months ago in Other 0

Import and display Unleashed order/delivery status for orders / order lines

This would be useful as sales teams could update their customers with the delivery status, build reports showing there sales and the statuses they're currently in all from the CRM instead of checking unleashed. Importing this field (if available o...
Guest over 5 years ago in Integration 0

To allow sending emails to portals

Hi Team :) - When I do quotes for Navigation Homes Counties, I have to send the quotes directly to CoConstruct, which is the communication portal with this building company. When I tried this, it wasn't able to send as the email address was invalid.
Guest 11 months ago in Other 1