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Product Extended Description is being Import in HTML Text

Customer has added product Extended Description in the "Short Description" and "HTML Field" in DEAR but the CRM is currently importing them into the same field under "Internal Notes", we need to separate the 2 field to its own designated field in ...
Guest about 4 years ago in Other 0

Order Confirmation Through Zapier

There are a lot of different channels in which orders can be raised. You might want the order raised in another location to be created in your CRM and confirmed to your accounting system. For our Zapier app 1.10 there is no way to update statusId ...
Guest 5 months ago in Other 0

Add a Despatch Date Field

Whilst we have an order due date field, we would benefit from having a 'Despatch Date' field too. We would then use the Due Date for Sales Manager's pipelines and the Despatch Date for the date we expect the order to leave our warehouse. If Prospe...
Guest 8 months ago in Other 0

Post receipt_email to Stripe when making a payment through the CRM

The receipt_email field in Stripe API is the email address that the receipt for the resulting payment will be sent to. This is something that we should post to Stripe so that the receipts can be sent out from Stripe when the payment is processed. ...
Guest 10 months ago in Other 0

Sync Tags from CRM to Klaviyo

It will useful if the tags set on contacts in CRM are also sync to Klaviyo which will help in filtering when sending new marketing emails/promotion.
Guest over 1 year ago in Other 0

Extend the time of the GMail SaveToCRM Authentication Token

Currently the GMail SaveToCRM Authentication token appears to last for about an hour, at which point it requires you to reconnect to the CRM. It would be easier for users to not have to do this multiple times a day and continue to stay logged in f...
Guest over 1 year ago in Other 1

To create a document only available to a particular group eg Admin and Finance

Useful as we have a document that only Admin should generate and it has been found by all staff in the menu in the ellipsis on the the Division page and has been created by those who should not create it
Guest about 2 years ago in Other 0

Make the Address and Contact number copiable on the SO (under communication) rather than having to go into the delivery tab and copy the address line by line

When right clicking on the email address under communication on an SO it will give you the option to copy email, it does not do this for the address or contact number as it is a link, it would be great if you could either right click and copy the ...
Guest over 2 years ago in Other 0

More information on the acceptance email sent back by customer in Quote to Order workflow

Require more information when customer clicks on approve button in quote to order workflow. We need customer email address for audit trail. Also need to have multiple quotes per opportunity, and also for opportunity to be closed at the end of the ...
Guest about 3 years ago in Other 0

Take a card payment for a confirmed order in the CRM

Take a card payment through Stripe for a confirmed order in the CRM. For the moment it's only possible to take a payment on a quote.
Guest about 3 years ago in Other 0