Import Sales Person from Unleashed Sales Orders to Sales Person in the CRM
We have had feedback from a customer that they are unable to use the Sales Rep Dashboard as they don't process orders in the CRM. It would be useful if we could also import the Sales Person on Unleashed created sales orders to make this work
It's understood that Prospect Soft rounds to two decimal places before calculating the tax on products and it is accepted with HMRC. What would be great though, is an option can be added to the back end settings that allows the users to determine ...
I suggest a change to the salesperson activity report that currently only shows how many days ago the activity was logged and not the time and date of the activity.
Import default_shipping_id on katana customer addresses
We currently import customer shipping locations from Katana into the delivery locations table, but we do not store which of these are the default shipping location for a sales ledger. We should add handling to import this and use it for when custo...
Identify first purchase of an item for a customer to report on.
When a customer orders a product for the first line, register this. this would be useful to know so they are able to do marketing or other offers and to be able to filter reporting.
Import payment information from QBO secondary connection
If you have Xero set up as a secondary connection, the primary integration imports payment information from Xero. This is not currently functionality for Quickbooks Online, the only way to see outstanding invoices is on the Aged Receivables page, ...
It would be extremely beneficial to be able to produce a report to show due dates (delivery dates) for outstanding orders that are within Prospect. This would enable us to priority orders and ensure we meet the customers requirements
A customer would like to be able to customise the fields that are displayed on the global search. Every customer has different requirements on what is displayed on the global search, so the best solution would be to add a customiser for the global...
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