Please work out a way to only allow staff with Admin rights to be able to edit info on the Company Details page. We have had staff that have unintendedly changed the company name and it has taken ages to find again. Also, if info is adjusted in Pr...
Allow for users to control imports of Purchase Orders/ Purchase Ledgers
Currently, once Purchase Ledgers are imported in the CRM, they are unable to be deleted. Allow users to control whether these are imported and if they show in the CRM.
Manufacturers often have part numbers in addition to the SKU, this information is stored in our Dimensions stock record but it is not shown in the CRM UI.It would be great to be able to search by MPN or SKU within CRM
Exclude Estimates from Sales Order Import from Dimensions
At the moment, Estimates are brought through from Dimensions as Sales Orders, this affects Sales Order stats and makes it difficult to see what customers have bought previously.
Dimensions API Integration to prevent duplicate entries
The current dimensions integration is based around scheduled syncronisation - this results in duplicate records that we continually have to merge. Can this be changed to an instant sync via an API rather than a timed sync ? or should a mapping be ...
When Stock codes are renamed in Dimensions please can the integration to CRM change the SKU codes in CRM too. When the change is made in dimensions it updates all parts of the system to the new stock code so all sales data and stock transactions a...
Please can Supplier Stock code that can be defined within the purchasing options of a stock item in dimensions be made visible in the CRM UI.Often suppliers will have a model number which we would generally use for the SKU and a supplier order cod...
Option to post delivery address name as part of address block
In Dimensions you have the ability to add the address name as part of the delivery address block. This is then posted as the first line in the address block in Dimensions. This is useful as you might want to save an address as 'Prospect: FAO Jason...
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