We have 'Open in X' links for other accounting systems so would be good if we can this for Cin7 Omni so you can easily navigate to the Customer records etc.
Most couriers now require a What Three Words entry on delivery addresses - would be great to have this as a field that syncs over to Unleashed as part of the delivery address
When we create a customer manually in dimensions and enter an default address, the delivery, invoice and statement adresses are all set to the same address. But when a customer is created from the CRM integration, only the default adress is synced...
Update Purchase Currency on product to show currency of the supplier
Currently, purchase currency on a product item just gets set to home currency during the product import. However, you could have suppliers who quote and list the product in their home currency. The currency of the supplier should be updated here i...
Whilst we have an order due date field, we would benefit from having a 'Despatch Date' field too. We would then use the Due Date for Sales Manager's pipelines and the Despatch Date for the date we expect the order to leave our warehouse. If Prospe...
There might be contacts with a supplier that you have and want to keep track or correspondence with when making purchases. Having these contact records imported from Sage and create in the CRM would make correspondence with suppliers easier to man...
Add handling for syncing contacts to Unleashed with additional email
Currently, if we import a contact from unleashed and its using an email that is already on a contact in the CRM, it will create the contact with no email, and put the email in the additional emails on that contact. If an update is then made on tha...
Currently when importing Sales Ledger from Cin7 we store the Primary contact ID for the the sales ledger and do not sync the secondary contact's ID for the sales ledgers. Sales can be raised under a secondary contact in Cin7. When we import the sa...
Similar to Bins, Cin7 offers the ability to assign your stock to batches. We should support this so that the expected stock levels across all batches can be seen in the CRM.
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