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Sync categorisation in Mailchimp with CRM

It will be useful to be able to pull information from the categorisation into CRM.
Guest over 1 year ago in Mailchimp 0

Post Sales Account to Unleashed

Unleashed has a field called Sales Account on orders, a customer has given feedback that it would be useful for them to be able to set this on the quote/order level and then have this be sent through to Unleashed
Guest over 1 year ago in Unleashed 0

Import 'Can Assemble' field from Unleashed

Would be good to see the Unleashed Field 'Can Assemble' be imported into the CRM on products.
Guest over 1 year ago in Unleashed 0

Customers Duplicate Purchase Order Numbers

In Unleashed if a customers purchase order has already been used, its flags it, could the same be done in Prospect? Prospect already prompts you if you confirm an order that nothing is entered into the customer reference and also another prompt is...
Guest over 1 year ago in Unleashed 0

Add mailchimp import to support unsubscribing cleaned contacts

When a contact in MailChimp gets a hard bounce or multiple soft bounces, it is marked as 'Cleaned' which in MailChimp will prevent them from receiving future marketing emails. As this doesn't directly affect the subscription status, this doesn't g...
Guest almost 3 years ago in Mailchimp 0

Option to Exclude B2C Retail customers from RFM Analysis

Our business is has both B2B and B2C therefore to manage our B2B customers more effectively and have an accurate report on wholesale sales we need the option to exclude B2C customers from the RFM Analysis..
Guest almost 3 years ago in Other 2 Already exists

Post Project Name on Sales Order Creation

The project name field in Cin7 allows users to segment their sales in CIN7 allowing customer to be able select this field on a quote and send it through to Cin7 with this field enhance the integration between their workspace and Cin7
Guest over 1 year ago in Cin7 Omni 0

User daily activity report

The purpose of this report is the ability to generate a report on a particular sales managers activity for that day, e.g met 5 customers and the feedback entered and you could then export this information to excel, this could then be easily viewed...
Guest almost 3 years ago in Other 0

Unleashed - Dispatched Orders

Could you please when an order is dispatched in Unleahshed have it show in Prospect under the customers account?
Guest over 1 year ago in Unleashed 0

set up customer order history on the Website

No description provided
Guest over 1 year ago in Exchequer 3 Already exists