Target capmaign activity contacts who did not open previous activity e-shot
It would be useful to some of our customer if they were able to add target contacts to a campaign activity based on who did not open a previous e-shot sent out to them. For example, if a group of customer had not even opened their previous e-shot ...
A customer has kindly provided some feedback where the address look up allocated parts of the address to the wrong line. This is something that we can look at enhancing if in high demand
To create a document only available to a particular group eg Admin and Finance
Useful as we have a document that only Admin should generate and it has been found by all staff in the menu in the ellipsis on the the Division page and has been created by those who should not create it
Make the Address and Contact number copiable on the SO (under communication) rather than having to go into the delivery tab and copy the address line by line
When right clicking on the email address under communication on an SO it will give you the option to copy email, it does not do this for the address or contact number as it is a link, it would be great if you could either right click and copy the ...
We currently create the account in QBC with just the contact email address. Provide an option to also pass through other contact information and create a contact agaisnt the account we create in QBC
Within Katana you can save delivery addresses against a customer account for future use. We should import these into the delivery address section like we do for other Inventory Management systems such as Unleashed.
Cin7 has the ability to add product 'kits'. Cin7 has a field called “order type” which can specify that a product as a kit made up of other products.
Cin7 has a field for tracking kit stock called “Virtual Stock”. Virtual stock represents the n...
Currently on premise ERPs can get the CRM to import tax rates and then base the CRM quote tax based on country of the delivery address. This isn't current functionality for cloud ERPs so would be nice to get it working for everyone as it's a key f...
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