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Dimensions Pro Forma Creation

When we confirm a quote it creates a Sales Order in Access Dimensions - is there a way to have a flag on the quote screen that says create Pro Forma and then the integration then creates a Pro Forma instead of a Sales Order ? The only difference b...
Guest 7 months ago in Access Dimensions 0

Save Last Invoice Information for Sales Ledgers

When reporting on a customer, it can be useful to see the last invoice details. We currently store the Last Invoice (Date) on sales ledgers but you cannot see the invoice number. In Sales Ledger stats we store last order (Date) and Last Order Numb...
Guest 7 months ago in Integration 0

Post receipt_email to Stripe when making a payment through the CRM

The receipt_email field in Stripe API is the email address that the receipt for the resulting payment will be sent to. This is something that we should post to Stripe so that the receipts can be sent out from Stripe when the payment is processed. ...
Guest 8 months ago in Other 0

Import Average Cost of product from Xero

In Xero you are able to see the average cost of a product, this does not update the cost price field in Xero and the cost price field would need to manually be set for each product record. It would be beneficial to our customers to have the Averag...
Guest 8 months ago in Xero 0

Contacts with same email in Unleashed fail to import

Currently we import the contacts from Unleashed based on the sledger id and contact id. It is possible in Unleashed to have an email address used on multiple contact records which causes the second contact to fail to import as it is required to be...
Guest 8 months ago in Unleashed 0

Intergration Errors Notification Email to provide link to record

Customers would like to have a link to the record that caused the error available in the Integration Errors Notification Email. For example, if we have an error about not being able to find a sales ledger (already imported) it is not useful for th...
Guest 8 months ago in Integration 0

Import PR sort key on price records from Access dimensions

We should import the PR sort keys for Price items import from Access Dimensions into the Alternate reference fields in the CRM. This is similar to how we import the SR sort keys for stock records into the Alt ref fields.
Guest 8 months ago in Access Dimensions 0

Import Cin7 Core Ship Date to CRM

We currently do not import Ship Date to CRM and it will be useful to customers if we sync this so they can track the delivery status.
Guest 8 months ago in Cin7 Core 0

Import Unallocated Sales Orders for Access Dimensions

The Access Dimensions stock levels import appears to use all the correct fields when calculating the available stock, however any quantities of the item on Unallocated Orders in Dimensions are not imported into the CRM. Customers would find it use...
Guest 8 months ago in Access Dimensions 0

Update existing equipment to add serial numbers

In a CRM system connected to Unleashed, you can automatically create equipment items for products when importing invoices with those product lines on. If the serial number(s) exist in Unleashed at the time of importing the invoice they will be imp...
Guest 8 months ago in Unleashed 0