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Implement handling for DEAR decimal places

Currently our integration hardcodes currency decimal places to 4. This might not be the same as what they use in Cin7 Core, so we should add some handling so we can properly account for what they use in Cin7 Core.
Guest 3 months ago in Cin7 Core 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 3 months ago in Other 0

Dimensions API Integration to prevent duplicate entries

The current dimensions integration is based around scheduled syncronisation - this results in duplicate records that we continually have to merge. Can this be changed to an instant sync via an API rather than a timed sync ? or should a mapping be ...
Guest 3 months ago in Access Dimensions 0

Issues Renaming Dimensions Stock Codes (CRM SKU)

When Stock codes are renamed in Dimensions please can the integration to CRM change the SKU codes in CRM too. When the change is made in dimensions it updates all parts of the system to the new stock code so all sales data and stock transactions a...
Guest 3 months ago in Access Dimensions 0

Import Custom Fields from Quickbooks

Quickbooks has the option to create custom drop-downs and notes on sales orders. Would the dropdown and note to be sent from the CRM to populate these at order confirmation.
Guest 4 months ago in Quickbooks Online 0

Having a preview feature for styled Enquiry web forms

This will give Users the ability to have a draft view of the styled enquiry web forms in Prospect rather than having to embed it on to their website as a draft there. This also can help save time for the Users.
Guest 4 months ago in Product Management 0

Add email notification of RFM

It would be handy to get an email notification if a customer changes RFM segment. This could be like the ones we already have where it can be weekly, monthly etc. This will allow Users to track more easily when a customer is in decline and help no...
Guest 4 months ago in CRM App 0

CC other recipients when sharing items to multiple people

Please can the share alert include all people selected as recipients in the To: field of the email.When using the share functionality in CRM if you select multiple users then recipients are unaware who the message is sent to and if anyone replies ...
Guest 4 months ago in CRM App 0

Being able to view Customers in the nearby area while using the Google Maps when out on the road

this would work similar to the feature we currently have for the UK Customers but with visualization via the Google Maps - https://docs.prospect365.com/en/articles/3385765-using-the-uk-nearby-company-search
Guest 4 months ago in Product Management 0

Do not set Problem Type 1 to default to Unknown

When creating a problem record, the Problem Type field 1 will default to Unknown (_UNKN_) even if that type has been obsoleted. We should change this so it is not auto-populated with that as a default.
Guest 4 months ago in CRM App 0