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Have the Quote Automation Flows start on a certain pipeline status change

The new Quote chasing Automation Flows are great but sometimes Users will send the quote via outlook or the phone etc. The manual starting button is great but can easily be missed etc. An enchantment would be to allow the Automation to also be set...
Guest 12 months ago in CRM App 1

Pinned documents on dropdown to allow you to scroll through it

Currently, if you pin a lot of documents to a record, it is possible that this list extends to be longer than your screen space allows for. Allowing customers to be able to scroll through this list would give them the ability to pin more documents...
Guest 12 months ago in CRM App 0

change the way relative date can be displayed

once beyond 30 days the relative date just states 1 month, 2mojnths ago etc but if you have time dependent work flows and want to review the reports you may want to see what has reached 35, 45, 60 days or any in between rather than 1 month or 2 mo...
Guest 12 months ago in Automation 2 Unlikely to implement

Set the "New Accounts" report from dashboard to use Sledger Created not sledger stats

When opening the new Customers report from the overview dashboard, this is set to filter on the account created field from the Sales Ledger stats, which is only created as part of daily maintenance. This should be changed to use the Sales Ledger c...
Guest 12 months ago in  1

Automatically Populate Delivery Address on Quotes for Web Orders

Automatically Populate Delivery Address on Quotes currently only applies to orders raised in the workspace. Some of our users have become accustomed to using the sales ledger delivery address on their orders, but there is no way to select this add...
Guest about 1 year ago in CMS App, Websites & eCommerce 0

Ability to review automated emails for quote follow up before they're actually sent

with the new automation of follow up emails it would be good if the sales managers are able to see a list of the follow up email targets beforehand so they can sanitize them before the emails are sent - just in case there is a reason a follow up s...
Guest about 1 year ago in Automation 0

Delivery notes on order confirmation to match Cin7 field size of 2000 characters

For Cin7 Omni the delivery notes 1 (75 characters) and delivery notes 2 (75 characters) are posted through on order confirmation to the Delivery Instructions field in Cin7 Omni (2000 characters). Customers are used to being able to input up to 200...
Guest about 1 year ago in Cin7 Omni 0

Post Notes from Sale Ledger to Internal Comments field on Sales Order at order confirmation

Some of our user store important information on the Notes field of a Sales Ledger in Cin7. This information is something that they would like to be able to see on the internal comments of the order that is posted. This could be any special instruc...
Guest about 1 year ago in Cin7 Omni 0

default Quote/sales order templates by customer group

would be great if you could have a default quote/SO template for certain customers. e.g. you may have a certain large customer (retail chain) who you have an exclusive brand for and want all details on any docs sent to them to reflect that.
Guest about 1 year ago in Automation 0

Ability to change the default activity type in CRM

Customer will find it useful to be able to change the default activity type set in their workspace as not everyone uses General Note and might have their own activity type that is used as a default.
Guest about 1 year ago in CRM App 0