The STRAN table holds historic data in Opera which means that the integration is currently missing a large amount of data - we would need to update the integration to allow for this information to be viewed in the CRM.
Exclude Estimates from Sales Order Import from Dimensions
At the moment, Estimates are brought through from Dimensions as Sales Orders, this affects Sales Order stats and makes it difficult to see what customers have bought previously.
Currently our integration hardcodes currency decimal places to 4. This might not be the same as what they use in Cin7 Core, so we should add some handling so we can properly account for what they use in Cin7 Core.
There are a lot of different channels in which orders can be raised. You might want the order raised in another location to be created in your CRM and confirmed to your accounting system. For our Zapier app 1.10 there is no way to update statusId ...
Dimensions API Integration to prevent duplicate entries
The current dimensions integration is based around scheduled syncronisation - this results in duplicate records that we continually have to merge. Can this be changed to an instant sync via an API rather than a timed sync ? or should a mapping be ...
When Stock codes are renamed in Dimensions please can the integration to CRM change the SKU codes in CRM too. When the change is made in dimensions it updates all parts of the system to the new stock code so all sales data and stock transactions a...
Quickbooks has the option to create custom drop-downs and notes on sales orders. Would the dropdown and note to be sent from the CRM to populate these at order confirmation.
Please can Supplier Stock code that can be defined within the purchasing options of a stock item in dimensions be made visible in the CRM UI.Often suppliers will have a model number which we would generally use for the SKU and a supplier order cod...
Option to post delivery address name as part of address block
In Dimensions you have the ability to add the address name as part of the delivery address block. This is then posted as the first line in the address block in Dimensions. This is useful as you might want to save an address as 'Prospect: FAO Jason...
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