An integration where an incoming call brings up the contact details for the account. This would make it easier to respond to enquiries as the data would automatically load.
Unleashed updated their system last summer so that products on assembly can be read via API to include assemble by date. This is the equivalent to products on purchase having a delivery date. Is it possible to have this information pull through to Prospect?
Gives the sales team visibility of when out of stock products will be available again. This will also save admin time creating manual spreadsheets by our purchasing team to communicate eta information to our sales team. Also very useful informatio...
We always create a problem under a contact so would like to see this as a fixed option with no flexibility for choice as this would skew our reporting. If tabbing it is easy to choose the wrong option.
A customer adds important order notes to the Dear Inventory customer comments field. They would like these to sync into Prospect CRM so you can see these when placing an order.
Summary of Accounts Integration data at Company Level with Advanced Ledgers enabled
Presently with the accounts integration advanced ledgers option enabled it is possible to assign multiple SL Accounts to a single Company in Prospect. At the Sales Transactions level it shows all of the imported transactions for all SL accounts ad...
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