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Integrate to CIN7 Sales Rep to Account Manager

A CIN7 customer would find it useful for our CRM to integrate to the CIN7 sales rep to account manager field within the CRM when new customer accounts are created from CIN7 into the CRM.
Guest almost 4 years ago in CRM App 1 Shipped

Zapier Integration

Various API connector and automation platforms now exist but the one that seems to be getting the most traction in the market is Zapier. It is easy to use, has lots of functionality and has connections to more than 750 apps. When determining what ...
Guest over 7 years ago in  0 Shipped

Internal Order notification email

We come across several potential customers who currently use the Sales Team as order processors - ie: once an order arrives, they then process it into a delivery note & perhaps invoice. The problem is, that if they are taking orders by phone, ...
Stuart McLaren over 5 years ago in CRM App 1 Shipped

Set Unleashed Order Type when Confirming Orders

A customer would find it useful to set the order type (field in Unleashed) within the CRM before confirming the order through to Unleashed.
Guest over 4 years ago in Integration 1 Shipped

Rename files when updating Library files

When updating a file in the CRM File library, it will allow you to update the description, but it will still use the existing FileName from when it was first created. This means if you have 'PriceList 2021', and you update this with a file called ...
Guest about 3 years ago in CRM App 0 Shipped

Merge Description and Extended Description in Quote Tables

The way extended descriptions on quote tables display in Prospect 365 is that they are on a separate row in the table to the other columns, however this isn't the most customer friendly way of displaying the Extended Description information. I thi...
Guest over 5 years ago in CRM App 1 Shipped

Report Entity to Show Product Price Tiers

A customer would find it useful to have a report that shows the product SKU, description, total available and the different price tiers. Therefore, when a prospect calls in for a price they can quickly find this and provide it over the phone.
Guest about 4 years ago in CRM App 2 Shipped

Full Company Name display on Magic Matrix page

This will be a significant feature if implemented as it can help the Users to easily view the Companies' names on the page without having to hover over the list. For the Company Groups that have sub-branches with the same name at the front, this f...
Guest 10 months ago in CRM App 3 Shipped

Default Account Manager to User Creating Business Contact

A customer would find it useful to have an option to default the account manager to the user who created the business contact if they're listed as an account manager. A lot of the time a account manager will be creating their own prospects and cus...
Guest about 4 years ago in CRM App 0 Shipped

Flagged up selling below cost

At order entry flag up any items sold below cost price.
Guest over 2 years ago in CRM App 2 Shipped