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Integration

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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 about 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 about 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 over 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 almost 5 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 almost 5 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 almost 5 years ago in Xero 1 Already exists

Import product images from Unleashed

Import product images from unleashed as the API allows us to. This will allow customers to pull through these to quotes and the website and will also make searching fro products easier.
Guest about 5 years ago in Unleashed 1 Already exists

Import Australian States into address line e.g SA, VIC, NT

To help in generating reports based on Australian states for Australian customers like UK customers could group based on area/county.
Guest over 5 years ago in Integration 0

Importing Written Off column from Exchequer to CRM for products

A customer would like the written off column in Exchequer for product order lines to be imported into the CRM. This would be useful for reports including the Back Order report. The solution would work by having a written off column in the order li...
Guest over 5 years ago in Integration 1