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Utilizing Alternative GLs in Cin7

Cin7 has an General Ledger Account hierarchy for posting Sales orders into the Accounting Software (in our system Xero) which can be set at different levels. I believe the hierarchy is Customer > Product > Order Specific > Default We can ...
Guest 8 months ago in Cin7 Omni 0

Add Accounts Order Status option on quotes for Access Dimensions integration

Add Accounts Order Status option on quotes for Access Dimensions integration, so there is the same functionality as Unleashed etc
Guest 7 months ago in Access Dimensions 0

integration with google ads, tag manager and other google aspects.

A free integration between prospect CRM and google for analytics, and importing data across to google for advertising purposes. Currently the best option is Zapier which comes with extra fees.
Guest about 1 month ago in Other 0

Import Committed and Credit Available fields from Exchequer

In Exchequer you have four fields relating to a ledgers credit limit, the limit itself, the balance which denotes the invoiced orders that they have yet to pay, the committed which is the value of orders that have been placed but not yet invoiced,...
Guest 6 months ago in Exchequer 0

Bulk Emails from the campaign area

Allow a bulk email for the contacts within a campaign.
Guest about 1 year ago in Other 0

Sync Unleashed Accounts/Contacts two-ways

Many new customers expect that when they update records in Unleashed that the records in the CRM will also get updated. It is assumed that these records are synced rather than just imported. We should see if something like this is possible.
Arthur Ashdown almost 5 years ago in Unleashed 9 Available as Preview Feature

Import Sales Person Onto Sales Order Header for Cin7 Core

We currently do not import the sales person onto sales order header for Cin7 Core. This would be a great enhancement to make as it would allow our users a better overview of the sales processed in Cin7 Core.
Guest 10 months ago in Cin7 Core 0

Integrate "Required Date Field" from Unleashed into Prospect

In order to track the performance of our logistics & freight, we need to be able to measure the time difference between the customers "required date" and our "invoice date". A lot of our customers require DIFOT (Delivered In Full On Time) repo...
Guest about 2 years ago in Unleashed 0

Adding Batch Number assignment to Prospect CRM - for Unleashed customers

It would be great if we could allow customers to assign batch numbers or batch number 'rules' when creating an order in Prospect and then going to push it through to Unleashed. This is particularly useful for customers selling food/beverages (our ...
Guest 8 months ago in Unleashed 0

Send later option for emails

Can schedule emails to go to customers at a known time they will be at their computer. Or do an email then send the day theyb are back from day(s) off. Helpful when working in hospitality because of odd hours worked by many
Guest over 1 year ago in Other 0