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Be able to discount by value or percentage

In our business it would be very useful to have the ability to reduce a quote by value rather than percentage discount.
Guest about 3 years ago in Other 1

Receipt posting for Stripe Payments to Sage 50

We should post receipts taken from Stripe to Sage 50. Would make it a lot easier for our customers to manage their payments and see which orders have been paid for by card and the details of those payments.
Guest 5 months ago in Sage 50 0

Making categorisation available to companies nested under a company group.

The categorisation field (for customer type etc) is only available on the company group (parent)and not the individual companies that come under the company group.We want to move some of the company locations under the parent company into lapsed, ...
Guest over 1 year ago in Other 0

Bulk Emails from the campaign area

Allow a bulk email for the contacts within a campaign.
Guest 10 months ago in Other 0

Address Auto Populate Into Correct Fields

When creating a new business contact and inputting the Main address for this contact, the lines the address is on does not auto populate into the same lines when creating a Sales Order for the same contact. For Example; On Main address "City" is o...
Guest almost 3 years ago in Integration 1 Already exists

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 7 months ago in Cin7 Core 0

Post Email And Phone Number when creating contacts in Cin7 Core

As part of creating accounts in Cin7 core from the CRM, you can select a contact to be posted across to Cin7 Core. However this currently does not post the email or either of the phone number fields. It would be beneficial to our users to prevent ...
Guest 8 months ago in Cin7 Core 1

Support Tax Exempt Setting in QBO

QBO does not contain a tax-code when the "Tax-Exempt" box is selected. Once the tick-box is checked, the "Select Tax Rate" option is greyed out and cannot be selected. In the CRM, there is no way to set this field on creation.
Guest about 1 month ago in Quickbooks Online 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 almost 2 years 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