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Cin7 Core

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Set Cin7 Sales Rep on new customer accounts to account manager by default

When you are creating a customer account for Cin7 Core from your workspace, this currently sets the Cin7 Sales rep to be none by default, even if there is an account manager already assigned to the company. It is logical that the sales person of t...
Guest about 1 year ago in Cin7 Core 0

Sales reports that you can choose specific dates for

At present you can only choose periods of time - eg this month, last year etc. It would be useful to be able to choose specific dates to be able to run a Year on Year report from any date.
Guest over 1 year ago in Cin7 Core 0

Product Cost Price - Cin7 Core

It would be very useful for companies who dropship orders to be able to use "Fixed" or "Last" cost price rather than average cost which is only populated for items that are stocked. Prospect CRM is stock aware CRM, but it would really help compani...
Guest 8 months ago in Cin7 Core 0

Push through Salesman field from Prospect CRM to DEAR

"The salesman on the quote doesn’t push through to DEAR – in DEAR it just comes up with 'API Sales' which has to be changed manually". There is this field in CRM and this field in DEAR that could be integrated. (Similar to idea SPA-I-1440)
Guest about 2 years ago in Cin7 Core 0

Sync the DEAR tracking URL on a sales order

In 102 we made an update to sync the DEAR Tracking reference on a sales order record. We could also enhance this to also sync the DEAR tracking URL so they can see this data in the CRM.
Guest about 1 year ago in Cin7 Core 0

Dear integration to create Quote section in Dear in order to add customer payments

When quotes are confirmed in CRM they currently go through to Dear as Orders. We need the orders to go through to Dear with the Quote section first. The quote section in Dear is where we are able add customer payments.
Guest about 2 years ago in Cin7 Core 0

Service Sales Quote required in Prospect for DEAR

We have a requirement for Quotes - Our Service Dept needs to be able to create a Service Sales Quote from within Prospect. This option is available in DEAR however only Simple/Advanced Sales Quotes is allowed in Prospect. The main difference is th...
Guest over 2 years ago in Cin7 Core 0

Automatically B2C customer to a Customer Group

Hi, We would like to segment all B2C customers and put them to a specific Customer Group so we could include / exclude them from reporting. Apparently that would be possible by looking at Price Tier in DEAR.
Guest over 2 years ago in Cin7 Core 0

Import isDefault location from DEAR into CRM system setting first

DEAR requires a warehouse on order confirmation. The CRM has a system setting to specify a default "fallback" warehouse in case one is not populated on a CRM quote. If this CRM system setting is not set by a user (and left as NONE), our DEAR integ...
Guest over 2 years ago in Cin7 Core 0

Sync Dear Inventory Customer Comments

A customer adds important order notes to the Dear Inventory customer comments field. They would like these to sync into Prospect CRM so you can see these when placing an order.
Guest almost 3 years ago in Cin7 Core 1