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Service Sales Quote required in Prospect for DEAR

We have a requirement for Quotes - Our Service Dept needs to be able to create a Service Sales Quote from within Prospect. This option is available in DEAR however only Simple/Advanced Sales Quotes is allowed in Prospect. The main difference is th...
Guest over 2 years ago in Cin7 Core 0

Order Status.

We would like to see the Order Status every step of the way. Fulfilled, Packed, Shipped, etc.
Guest over 2 years ago in QuickBooks Commerce 0 Planned

Add more Credit Card Providers

It would be useful because you never know what credit card provider a company uses, and we believe it would be best to have integrations with as many providers as possible.
Guest over 2 years ago in Integration 0

SMS/WhatsApp integration

A customer has recently highlighted that they use SMS quite a bit for sales correspondence. It would be fantastic to manage this correspondence through Prospect in order to keep all sales communications in one location.
Guest over 2 years ago in Integration 1

Live quote updates to Accounts system

A customer request that confirmed quotes from prospect, that go to an accounts system remain connected. What they would like to see is if they require a change to the order such as an additional quantity or newly agreed price; both system update t...
Guest over 2 years ago in Unleashed 1

Automatically B2C customer to a Customer Group

Hi, We would like to segment all B2C customers and put them to a specific Customer Group so we could include / exclude them from reporting. Apparently that would be possible by looking at Price Tier in DEAR.
Guest over 2 years ago in Cin7 Core 0

Import isDefault location from DEAR into CRM system setting first

DEAR requires a warehouse on order confirmation. The CRM has a system setting to specify a default "fallback" warehouse in case one is not populated on a CRM quote. If this CRM system setting is not set by a user (and left as NONE), our DEAR integ...
Guest over 2 years ago in Cin7 Core 0

Auto allocate stock in Prospect when finalising a Sales Order

Integration with Unleashed. The ability to allocate inventory levels automatically after finalising a sales order in Prospect, so that when the SO pushes through to Unleashed, inventory levels are auto allocated. This would allow us to be confiden...
Guest over 2 years ago in Unleashed 0

drag and drop emails in the activity stream with preview

different team members us the functions differently but with our process our emails are normally just over the save to CRM add in function thus we loose the attachments, thus drag and drop covers this issue, but the down side is the preview email ...
Guest over 2 years ago in Other 0

Set order date for Sage 50 for forward ordering

A customer would like to set the order date to a future date rather than today's date when confirming an order from Prospect CRM into Sage 50 for forward ordering. Currently you can just set the despatched date rather than the order date.
Guest over 2 years ago in Sage 50 0