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Increase size of SalesOrderGroup.Description Field

The sales order descriptions get imported from Unleashed, however we set a limit of 25 characters on this field, which is not a limitation on the source data from Unleashed, so we end up importing this with part of the description truncated to fit...
Guest over 1 year ago in Unleashed 0

Add handling around removing components from Cin7 BOM products

Currently we do not handle components being removed from a Cin7 BOM product due to limitations with the data from Cin7. This means any BOM products that have components removed, these will still show as being active components under that BOM in th...
Guest over 1 year ago in Cin7 Omni 0 Planned

Extend the time of the GMail SaveToCRM Authentication Token

Currently the GMail SaveToCRM Authentication token appears to last for about an hour, at which point it requires you to reconnect to the CRM. It would be easier for users to not have to do this multiple times a day and continue to stay logged in f...
Guest over 1 year ago in Other 1

Use price list of model account when creating ledgers in Exchequer

Currently, when creating a ledger in Exchequer through either the credit checks plugin, you are not able to select the price list that is set on the ledger and this does not use the price list of the model account. It is possible that our customer...
Guest over 1 year ago in Exchequer 0

Two Way sync back onto the Quote record.

We have had feedback from a customer that it would be useful if, after confirming an order into Unleashed/ERP system, any changes made in the inventory system were synced back onto the record. This could be a setting that was turned on or off for ...
Guest over 1 year ago in Integration 0

Order Ticketing (Outlook)

We would find an email ticketing system very useful. We have an email that all orders go to. Would be great if these emails got sent to the CRM and somebody from the orders processing team could 'claim' that order, email directly from the CRM, so ...
Guest over 1 year ago in Integration 0

Add multiple Sales Ledgers under a company one for each Contact

A customer has given feedback that they would like to be able to have sales ledgers assigned on the contact as opposed to the company so that the sales came throught to Katana as being an order under a contact under a company
Guest over 1 year ago in Integration 0

System Option to populate landline or mobile phone on sales ledger creation to Exchequer

When creating sales ledgers in the CRM, there is only one phone number field, which populates the landline phone number field in Exchequer, although there is also a mobile phone number field. It would be beneficial to have a system option to decid...
Guest over 1 year ago in Exchequer 0

Future order date handling from ERP systems

Sales transaction rows with an order date in the future (imported from the connected ERP system) are handled inconsistently. Some procedures/views/reports/panels show them as "in X days", and some ignore them. We should add in a way to track the o...
Guest over 1 year ago in Integration 0

Map the Web Catalogue field from Exchequer products to the CRM Product record

There is a field on Exchequer products called 'Include on Web', we should add mapping for this to the 'Web Catalogu' field on product records so this can be managed in Exchequer directly.
Guest over 1 year ago in Exchequer 0