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Add option to Sync Sales Order Group/Customer Type with Industry

Sales Order Group and Customer Type are fields in Unleashed that are commonly used for segmenting customers. It would be useful if these could be synced with the Industry field so that they are sent to integrated email marketing systems.
Guest 9 months ago in Unleashed 1

Sync Unleashed quotes with Prospect CRM Quotes

We normally add quotes in Unleashed but it would be great if these could be synced into the relevant customer account in Prospect to schedule follow-up on quotes within a time frame. Also, if you could automate the expected follow-up time for quot...
Guest 8 months ago in Unleashed 3

Make integration with phone companies to call from the CRM

Please make an integration with any phone providers to provide an ability to make call from the CRM and record the fact of the call (example is like the Nutshell CRM does). Thank you!
Guest about 1 month ago in Integration 0

Support smart quote apostrophe from Cin7

At the moment, the CRM does not support smart apostrophe from Cin7 and instead replaces with "Â ", we should handle this on import. This makes it hard to search.
Guest about 1 month ago in Cin7 Omni 0

Utilizing Alternative GLs in Cin7

Cin7 has an General Ledger Account hierarchy for posting Sales orders into the Accounting Software (in our system Xero) which can be set at different levels. I believe the hierarchy is Customer > Product > Order Specific > Default We can ...
Guest 4 months ago in Cin7 Omni 0

Two way sync for Company with Cin7 Core/DEAR Inventory

It will be very useful and helpful to customers using Cin7 Core/DEAR Inventory that when they update the company details in either system, the change is reflected in both CRM & Cin7.
Guest about 1 year ago in Cin7 Core 2

Adding Batch Number assignment to Prospect CRM - for Unleashed customers

It would be great if we could allow customers to assign batch numbers or batch number 'rules' when creating an order in Prospect and then going to push it through to Unleashed. This is particularly useful for customers selling food/beverages (our ...
Guest 4 months ago in Unleashed 0

Import delivery method from Cin7 Core to Prospect Sales order

This is necessary for businesses that have multiple delivery methods. Unleashed has this integration https://docs.prospect365.com/en/articles/5592392-add-unleashed-delivery-method-to-quotes-sales-orders
Guest 8 months ago in Cin7 Omni 0

Show physical and on order stock in workspace

Currently, we perform a calculation of the physical and on order stock to show the Quantity available in their workspace. Some products that have been ordered for our customer might not arrive for months, and this could cause them to sell items to...
Guest 11 months ago in Access Dimensions 2 Already exists

Opera Sales Ledger Creation To Have Same Fields as Version 6

Compared to the Verion 6 screen, the following fields are missing:- Contact 1, Contact 2, Ledger Accout Region Territory Cust Type Analysis Despatch Method Route Terms Profile Customer Profile Invoice Account Delivery Instructions As 365 stand...
Guest almost 5 years ago in Pegasus Opera 0 Will not implement