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Take a card payment for a confirmed order in the CRM

Take a card payment through Stripe for a confirmed order in the CRM. For the moment it's only possible to take a payment on a quote.
Guest about 3 years ago in Other 0

Delivery date to sales transactions with Dear inventory

Include delivery date to sales transactions with Dear inventory. Right now, it's only with unleashed.
Guest over 3 years ago in Cin7 Core 1

Option to Auto Authorise invoice in Dear

When a sales rep hit Confirm order in Prospect, someone else has to manually log into Dear to find the sales order and then hit authorise. why can't we have an option where we could auto authorise invoice?
Guest over 3 years ago in Cin7 Core 0

Stripe Part Payments for CRM Orders

A customer would find it useful to be able to take part card payments for CRM orders. For example a customer may wish to pay half on account and half via card payment. At the moment you can only pay for the whole order amount using stripe card pay...
Guest over 3 years ago in Integration 0

Integrate with Dear Inventory Drop Ship Flag for Sales Orders

Within Dear Inventory you can set on the sales order line whether a product is to be delivered from the drop ship. A user can set on a product whether it is always sent from dropship, whether drop ship is optional and if you can never send the pro...
Guest over 3 years ago in Cin7 Core 0

Auto Populate Customers Phone Number into Sage

The introduction of the phone number on the quotes needs to be enhanced. At the moment this information doesn't populate into our account software. It would be great if this information was automatically filled from the customers contact record an...
Guest over 3 years ago in Sage 50 0

Generate Access Dimensions ODBC when setting up Automation Manager

When 365 Automation manager is set up for Access, we have to manually create the ODBC to connect. This can sometimes be misconfigured to use the same as Access (SQL SERVER NATIVE Client 11.0) when it should be using SQL SERVER. This causes import ...
Guest over 3 years ago in Access Dimensions 0

Identify when an Opportunity has been Invoiced

Within PS it is easy to identify when an opportunity has been ordered, by way of processing the order against the opportunity and status updates. Where a separate accounting system is used to dispatch and invoice, it would be so helpful if on PS, ...
Guest over 3 years ago in Integration 0

Import customer reference for Unleashed Sales Invoices

The CRM Unleashed integration does not import a customer reference from the Invoices endpoint. This causes the field to be "lost" when an order is progressed to invoice. We could look into a way of requesting this from Unleashed, or if not accessi...
Guest almost 4 years ago in Unleashed 1 Unlikely to implement

QBC Tags field

Within QBC there is a Tags field. This field is not currently included as part of the integration with Prospect CRM. It would be very useful if the Tags field was to be integrated with Prospect CRM. Without the integration customers are having to ...
Guest almost 4 years ago in Integration 0