Unleashed has not only the sales invoice details, but also a tab for shipping. Clients ask sales associates all the time for this detail, but we are unable to view this at the moment in Prospect.
It seems like changes are too easy to make in Prospect and users are not even aware that they have made those changes. I feel like there a number of issues that could be avoided if there was a ‘Do you want to save your changes’ pop up that appeare...
Within QuickBooks you can setup product bundles, this could be a bundle of the same product or of multiple products. You add one line for the bundle but the stock allocation is then assigned correctly depending on what is in the bundle.
Dear integration to create Quote section in Dear in order to add customer payments
When quotes are confirmed in CRM they currently go through to Dear as Orders. We need the orders to go through to Dear with the Quote section first. The quote section in Dear is where we are able add customer payments.
Contact name to be passed through to Sage 50 when creating a new contact in the CRM
Allowing contact name to be passed through to the inventory system when adding a new contact in prospect crm to help identify the record sooner making the system more efficient.
The ability to list a company's social media or even a contacts Social media links. Have Facebook, Instagram, Twitter, TicTok, RedIt & LinkedIn shortcuts just like with the company's website. We often check a company's Social Media pages to he...
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