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Company Registration Number - Linked to Unleashed and Xero

Prospect CRM is the master holder of all of our customer data and is what we want to use to filter through to Unleashed and Xero. One of the company details we need to verify a company is their company registration number which in the UK is a diff...
Guest about 2 months ago in Integration 0

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 8 months ago in Sage 50 0

Exchequer Sales Ledger Creation - Make fields Mandatory

Some fields are important to customers in Exchequer, would be helpful to be able to make fields on the Sales Ledger Creation screen mandatory
Guest over 3 years ago in Exchequer 0

Create Customer in Unleashed to create contacts

Company and contacts do not copy over to unleashed software completely when you use the create in unleashed button.
Guest almost 2 years ago in Unleashed 9 Planned

Import Sales Person from Unleashed Sales Orders to Sales Person in the CRM

We have had feedback from a customer that they are unable to use the Sales Rep Dashboard as they don't process orders in the CRM. It would be useful if we could also import the Sales Person on Unleashed created sales orders to make this work
Guest over 1 year ago in Unleashed 0

Import payment information from QBO secondary connection

If you have Xero set up as a secondary connection, the primary integration imports payment information from Xero. This is not currently functionality for Quickbooks Online, the only way to see outstanding invoices is on the Aged Receivables page, ...
Guest over 1 year ago in Quickbooks Online 0

Import Sales Shipments

A customer has given feedback that it would be useful to be able to view sales shipments within the CRM so that they could check to see if an order would be dispatched
Guest over 1 year ago in Unleashed 2

Import Cin7 Product Status and apply user restriction based on Product Status

Currently, we only check if the Product status in Cin7 is inactive and use this to update the obsolete flag. In Cin7 you can have a number of status that can be used to restrict what users can see the product. This would allow our users to be able...
Guest about 1 year ago in Cin7 Omni 0

Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Guest 10 months ago in Unleashed 3 Already exists

Add handling for Serial numbers added to Unleashed invoice after initial creation

Currently when importing invoices from Unleashed, equipment will be created and any serial numbers on the lines will be set on the equipment at creation. If there are no serial numbers set at the time the equipment is created, this will not be upd...
Guest 11 months ago in Unleashed 0