System Option to populate landline or mobile phone on sales ledger creation to Exchequer
When creating sales ledgers in the CRM, there is only one phone number field, which populates the landline phone number field in Exchequer, although there is also a mobile phone number field. It would be beneficial to have a system option to decid...
Map the Web Catalogue field from Exchequer products to the CRM Product record
There is a field on Exchequer products called 'Include on Web', we should add mapping for this to the 'Web Catalogu' field on product records so this can be managed in Exchequer directly.
For Exchequer order confirmation we push across the delivery notes to the notes section. However with our a date the order does not flag up as having a note, so people do not know to look there. Would it be possible when adding a note to set the d...
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...
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over 5 years ago
in Exchequer
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