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Enhance the STCRM add-in to handle : wasProxySuccessful in response.

Rarely some customers get an issue with using the STCRM on 365. Only showing a message stating an error has occured. Devtectives have found the following while looking into the issue shown in the screenshot: https://github.com/stephenegriffin/M...
Guest over 5 years ago in Integration 0

Unleashed Integration; First name and Surname.

A customer has notice that the first name and surname doesn't get passed to Unleashed when confirming an order. It would be good to pass these details across to Unleashed for an easier comparability between records In Prospect; and records in Unle...
Guest over 5 years ago in Integration 0

Ability to create Sales Ledger in Prospect CRM and Create in Exchequer prior to confirming an order

At the moment, if a sales ledger is created in Prospect CRM it is only created in Exchequer once an order has been placed on the account to avoid creating ledgers in Exchequer that may never buy. In certain circumstances (service repairs) a ledger...
Guest over 5 years ago in Exchequer 0 Already exists

Save to CRM showing status of leads while saving

When using the new save to CRM it would be really nice to be able to see the current status of the lead which this is being saved to. This will also help users differentiate between leads if there are multiple saved within the CRM some might be ol...
Guest over 5 years ago in Other 0

Unleashed setting sales price tier when creating sales ledgers

When creating a sales ledger for unleashed it would be very helpful to be able ot place them on a tier. This means you would create a sales ledger in the CRM, then wait for the ledger to end up in unleashed to set sales price tier before going bac...
Guest over 5 years ago in Unleashed 0

Display Unleashed Stock On Hand Information In Our CRM

It would be useful to be able to see Unleashed stock levels from within Prospect as there is often a lot of queries regarding the stock levels.
Guest almost 6 years ago in Unleashed 0

Populate Last Invoiced Field On Sledgers For Unleashed Customers

Following PID:266394 I investigated if the last invoiced field is populated with the Unleashed integration. JJ looked in the code and confirmed it does not get populated. I looked at the customers end point in Unleashed could not see any fields wh...
Guest almost 6 years ago in Unleashed 2

Import Supplier Field from Sage into the CRM

Sage has a field named 'Supplier A/C' which we currently don't import into the CRM. Customers wish to view this directly from the CRM and include it into a quote document too, so it would be great it could be imported and exposed in the CRM.
Guest almost 6 years ago in Sage 50 0