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Not bringing through items marked as 'unsellable' from Unleashed

Instead of bringing through all products from Unleashed into Prospect, it would make sense to only bring through sell-able items. This would avoid things like the components of stock items being bought through, which are never sold.
Guest over 5 years ago in Unleashed 0 Shipped

Provide more detailed feedback on ERP sync /import status

I have been running an import from Xero and checking the status using the welcome page. The current status is "Importing: CRM Records" which doesn't tell me anything. They are all CRM records? If this is the missing customers import can we make ...
Guest over 5 years ago in Xero 1 Shipped

Import Product Unit of Measure/Unit Weight from Unleashed into the CRM

Import Product Unit of Measure/Unit Weight from Unleashed into the CRM
Guest almost 6 years ago in Unleashed 1 Shipped

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.
Guest 5 months ago in Access Dimensions 1 Shipped

B2C matching by Price Tier DEAR

As Dear does not have a B2C flag we only match on customer name or if they have any rules set up. This isn't always optimal for customers if they use an ecommerce site where the contact name doesn't always match the 'company' name or where a few B...
Guest over 2 years ago in Cin7 Core 0 Shipped

Flag Customers as B2C by Price Tier

A customer would find it useful to be able to flag customers as B2C based on their price tier. E.g. if they have a retail price tier they should pull through as B2C.
Guest almost 3 years ago in Cin7 Omni 0 Shipped

Update https://apidocs.prospect365.com/

Currently the details on https://apidocs.prospect365.com/ look to be out of date. If you are looking at the the Xtra entities they are not showing the standard custom fields.
Guest almost 5 years ago in Other 0 Shipped

Ability to manage product categories in the CRM - esp for use with CRM built-in special pricing (xero, access, sage dont have any, and Pegasus categories may be accounts-focussed)

In Xero there aren't any categories. Nor really in Access or sage. Even in Pegasus where the categories are a thing, they may not be right for the sales team / pricing requirements. It would be good if you could turn off/ override the account syst...
Guest about 6 years ago in Xero 2 Shipped