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Integration

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Import account manager from QBC

We currently don't import the account manager from QBC, it would be useful to have this fields set in the CRM
Guest over 3 years ago in QuickBooks Commerce 0

Allow other transaction types to be sync'd from Opera for Domestic Reverse Charges

Since the introduction of Domestic Reverse Charges we need to be able to view a VAT code which has the transaction type "V" rather than the standard "S". This would allow us to choose the correct VAT code to process the quote in Opera.
Guest over 3 years ago in Pegasus Opera 0

Product Extended Description is being Import in HTML Text

Customer has added product Extended Description in the "Short Description" and "HTML Field" in DEAR but the CRM is currently importing them into the same field under "Internal Notes", we need to separate the 2 field to its own designated field in ...
Guest almost 4 years ago in Other 0

Show Sales History for Cash Account Delivery Addresses (Unleashed)

Some Unleashed customers would find it useful to be able to report on sales by cas h account delivery address. At the moment the delivery address table is not linked to the sales history table that we import from Unleashed
Guest almost 4 years ago in Unleashed 0

Add Gator Leads Integration

This is a request from current version 6 customers to replicate the Gatorleads integration and providing this information within the CRM
Guest almost 4 years ago in Spotler 0

Importing Status Flags for Deleted Credit Notes

This is in response to customer feedback about credits that have been deleted within the accounting system still show as active within the CRM. Currently, there is no solid way to remove these from the system as imports just bring them straight ba...
Guest about 4 years ago in Integration 0

Import Mailchimp Subscribers to CRM

We currently have on our Mailchimp account over 1200 Cleaned contacts. Now we have integrated Prospect and Mailchimp I would have thought the information already being held in Mailchimp would have also been transferred back across to update Prospe...
Guest over 4 years ago in Integration 1 Good idea awaiting more votes

Consolidated RFM view at Company Level

RFM stats are currently generated per ledger, so only show at Division level. If it is possible to consolidate these into a view, this would be good to see at Company level as well.
Guest over 4 years ago in Integration 1 Unlikely to implement

Pull through shipping information from Accounts/ERP System

Lots of Accounts/ERP Systems have integration or plugins for shipping and fulfilment that allow automatic shipping and delivery tracking codes. It would be useful for Prospect CRM to pull this information from the system and store it against the q...
Guest over 4 years ago in Integration 0

Add ID to Xero Sales Ledgers

When creating a sales ledger in Xero, Xero will generate a very long number. It would be great if this could be shortened to a 6 or 8 digit code similar to Opera.
Guest over 4 years ago in Xero 1 Already exists