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Add Accounts Order Status option on quotes for Access Dimensions integration

Add Accounts Order Status option on quotes for Access Dimensions integration, so there is the same functionality as Unleashed etc
Guest 5 months ago in Access Dimensions 0

Tag in Mailchimp on Campaign Activity improvements

The 'Tag in Mailchimp' button on a campaign activity's 'Target Contacts' list adds the entire original list of contacts to Mailchimp, regardless of what filters and/or searches are currently applied for the user viewing the list. This is unclear a...
Guest about 1 month ago in CRM App 1

Import delivery method from Cin7 Core to Prospect Sales order

This is necessary for businesses that have multiple delivery methods. Unleashed has this integration https://docs.prospect365.com/en/articles/5592392-add-unleashed-delivery-method-to-quotes-sales-orders
Guest 10 months ago in Cin7 Omni 0

Making categorisation available to companies nested under a company group.

The categorisation field (for customer type etc) is only available on the company group (parent)and not the individual companies that come under the company group.We want to move some of the company locations under the parent company into lapsed, ...
Guest over 1 year ago in Other 0

Drag and Drop to resequence onto the next page

You are able to drag and drop to resequence certain things like Product Web Groups. This is limited to only within the 50 rows, you can't for example move something from page 1 to be now page 5.
Guest over 1 year ago in CRM App 0

Utilizing Alternative GLs in Cin7

Cin7 has an General Ledger Account hierarchy for posting Sales orders into the Accounting Software (in our system Xero) which can be set at different levels. I believe the hierarchy is Customer > Product > Order Specific > Default We can ...
Guest 6 months ago in Cin7 Omni 0

Allows user to view lookuplist

The lookup list table is currently a system table and this is preventing customer from being able to review these lists to see if they are still correct.
Guest over 1 year ago in CRM App 0

Ability to filter Other Reports to just 'My Reports'

We have removed the "My Reports" and "Shared Reports" entries in CRM release 81, and now all reports are visible and searchable in the "All Reports" page. If I am looking for one of my personal reports that I created, regardless of whether it is p...
Guest about 3 years ago in CRM App 1 Likely to implement

Show physical and on order stock in workspace

Currently, we perform a calculation of the physical and on order stock to show the Quantity available in their workspace. Some products that have been ordered for our customer might not arrive for months, and this could cause them to sell items to...
Guest about 1 year ago in Access Dimensions 2 Already exists

Generate Word Documents Straight to PDF

A customer who has to upload quotations to a procurement system would find the system a lot more efficient if you could choose to generate a Word document straight to a PDF from the quick create option. At the moment you have to either create the ...
Guest about 4 years ago in CRM App 2