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E-learning platform integration with Prospect

We have UK and worldwide based clients who require initial and ongoing training on the use of our products. Making our learning material and tests available online would streamline our processes and add additional control. It would ensure training...
Guest 11 months ago in Integration 1 Unlikely to implement

Get the currency for cost price from Unleashed (and not assume home currency)

Some users will buy products in a currency different to their home currency, however when importing product cost price from Unleashed this does not provide the currency, just a number, so this is always treated as home currency. The underlying iss...
Guest almost 2 years ago in Unleashed 2

Goals per quarter and not month

As we manage our business with quarterly budget and not monthly budget, I would like to have the possibility to check where each sales person is compared his quarterly budget.
Guest almost 2 years ago in Other 0

Sync CIN7 Customer Stages

A customer would find it useful to have the CIN7 customer stages within the CRM.
Guest almost 2 years ago in Cin7 Omni 0

automatic invoice every month

We have a couple of products that we offer monthly subscriptions on, based on a 12-month contract.• RTK Premium Subscription• Netmore Sim cardsWhat's the best way to create regular month invoices that links with Xero? Or do we need create manually...
Guest almost 2 years ago in Xero 0

Back to Back PO creation

When an order is confirmed via Prospect CRM, a back to back PO creation would be useful. This should create the PO under the product supplier with the correct cost price, which is stored against the product item.
Guest over 5 years ago in Integration 0

Restrict who can confirm orders

Ability to restrict users from confirming orders. Allows for a more strict control of data going into the accounting system.
Guest about 1 year ago in Integration 1

Allow only Admin to edit Company Details

Please work out a way to only allow staff with Admin rights to be able to edit info on the Company Details page. We have had staff that have unintendedly changed the company name and it has taken ages to find again. Also, if info is adjusted in Pr...
Guest about 2 years ago in Access Dimensions 1

Cin7 Customers

Cin7 is our source of truth. We have B2C customers, marketplace customers. All these are syncing in Prospect and are very problematic. We are trying to use Prospect striclty for our B2B departement, at the moment its impacting all the reporting an...
Guest about 2 years ago in Cin7 Omni 0

Add option to import ledger information from Xero

Some businesses have an ERP system to handle inventory and use Xero for accounting. Due to this set up their ERP system may not have the correct information for sales ledgers, credit limits, and balances. As a consequence of this Prospect may not ...
Guest over 4 years ago in Integration 1