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Add handling for reusing Sales People in Unleashed

When a sales person is reused for a new user in Unleashed, this creates a brand new user in our database that uses the same Unique Identifier. This causes an issue with the two-way sync as the old sales person still exists with the same identifier...
Guest about 1 year ago in Unleashed 0

Have a Won opportunity status that doesn't confirm

If you place an Order which is in an opportunity pipeline and you put it into a positive outcome it will confirm the quote. There are some use cases where you don't want it confirmed. Perhaps you raised in the CRM but put the order directly on Unl...
Guest about 1 year ago in Integration 0

Allow more fields on product creation for Unleashed

To make the Prodyct creator more powerful and useful it's be great to integrate more fields. Supplier Code and Name are important fields to fill out when adding a new product and so it would make sense to have these fields in the CRM product creator.
Guest about 1 year ago in Unleashed 0

Import the Outstanding field from Exchequer

Would be nice to have the 'Overdue' amount field populated in the CRM or a new field to populate the Exchequer field Outstanding just to have more awareness of Customer's accounts when quoting
Guest about 1 year ago in Exchequer 0

Import Unleashed Sales Order Comments field

Currently, the comments field in Unleashed Sales Order is not being imported to CRM and customers find it useful if this field is imported in case they need to leave notes/comments after the order was confirmed.
Guest about 1 year ago in Unleashed 0

Option to set SendAccountingJournalOnly on quotes

Setting SendAccountingJournalOnly=true on orders that are confirmed to Unleashed prevents an order that has been pushed to Unleashed from being posted to Xero.
Guest about 1 year ago in Unleashed 0

Bom Products for Cin 7 Core (DEAR)

We do not import BOM products for Cin7 Core, see here. Adding this functionality would allow our customer to better see and manage their BOM products from their workspace.
Guest over 1 year ago in Cin7 Core 0

Link to multiple lists in Klaviyo

Currently our klaviyo integration sends new CRM contacts that do not exist in Klaviyo into one list, which can then be sorted on the Klaviyo side and be further segmented based on the CRM data sent through as part of the sync. It would be helpful ...
Guest over 1 year ago in Klaviyo 0

Sync Tags from CRM to Klaviyo

It will useful if the tags set on contacts in CRM are also sync to Klaviyo which will help in filtering when sending new marketing emails/promotion.
Guest over 1 year ago in Other 0

Use sales rep from account system on sales rep dashboard

Currently the sales rep dashboard pulls figures from the quote that have been raised in their workspace with the sales person that the dashboard has been selected to show the values for. Some of our customer do not always raise their sales directl...
Guest over 1 year ago in Integration 0