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Link SIC in Sage to SIC in CRM

Currently there is an Standard Industry Code in Sage that is used to manage customers in Sage, and also the same field in the CRM that is set on a Division record. However these are not linked and therefore updates in one must be manually changed ...
Guest over 4 years ago in Sage 50 0

Increase the Save to CRM file size

Some customers have requested that the Size of emails and attachments needs to be larger so they may save in plans/proposals that at 4 or 5mb each
Guest over 4 years ago in Integration 2 Unlikely to implement

Support for changing sell decimals in Sage Integration

Currently having more than 2 decimal places on sell prices in Sage doesn't work. We should add this functionality.
Guest over 4 years ago in Sage 50 0

Automation Manager - Auto-create import services

We would like for the automation manager to know if you are running it for the first time on a profile and offer to set up the services for the default schedules (https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-1233) This would make it easier f...
Guest over 4 years ago in Integration 0

Automation Manager - Pre-defined schedules

We would like to add the set of pre-defined automation manager schedules to the blank database so new customers have these set up already. This allows for a more straightforward and standard use of our automation manager software.
Guest over 4 years ago in Integration 0

Integrate to Intercom

A customer has asked whether it is possible to integrate to Intercom. It would be useful if there was a way to save conversation chains to the CRM, either directly as separate contact notepad records, or to a particular Problem/Opportunity record.
Guest over 4 years ago in Integration 0

Remove delivery charge from description

A customer has suggested an option in which they can hide the delivery charge off of their description lines on Opera. Currently when using the delivery lines in the CRM the delivery price shows up on the delivery notes in brackets. An option to m...
Guest over 4 years ago in Pegasus Opera 0

Exchequer Delivery Notes Date / User setting

For Exchequer order confirmation we push across the delivery notes to the notes section. However with our a date the order does not flag up as having a note, so people do not know to look there. Would it be possible when adding a note to set the d...
Guest almost 5 years ago in Exchequer 0

Pull over job/opportunity number through to XERO to invoice

When we invoice, we reference our job/opportunity number. At the moment we are adding our job/opportunity numbers manually to each product line on an invoice. It would save a lot of time if the job/opportunity number pulled through from prospect.
Guest almost 5 years ago in Integration 0

Pass Sales Person to Xero when confirming orders/quotes

When you confirm a quote in the CRM the quote lands in Xero as a draft invoice. It seems the sales person isn't passed across to Xero with the quote. It would be nice to implicate this feature in future versions.
Guest over 5 years ago in Xero 0