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Cin7 Kit Products

Cin7 has the ability to add product 'kits'. Cin7 has a field called “order type” which can specify that a product as a kit made up of other products. Cin7 has a field for tracking kit stock called “Virtual Stock”. Virtual stock represents the n...
Guest over 2 years ago in Cin7 Omni 0

Mailchimp activity report include company name

The Mailchimp activity report would be improved if it was possible to include company name as a field that can be used to filter and group the report.
Guest over 2 years ago in CRM App 0

Documents - External links

In the documents page it should be possible to display the URL when an external link has been added. This should allow the user to access the external URL.At the moment the user has to click on the document description and then click on the globe ...
Guest over 2 years ago in CRM App 0

Ability for admin to update user photo

unable to upload user photo as an admin
Guest over 2 years ago in Admin Portal 0

Task type to segment to do list

A user has recommended having a type (separate from the note type) so tasks can be broken down as appose to being a big list. This configurable type could be use to separate out: - Follow up quote - chase supplier - quote etc. Or even used to se...
Guest over 2 years ago in  0

Tax by delivery address

Currently on premise ERPs can get the CRM to import tax rates and then base the CRM quote tax based on country of the delivery address. This isn't current functionality for cloud ERPs so would be nice to get it working for everyone as it's a key f...
Guest over 2 years ago in Integration 0

Data importer errors more user friendly

Would be nice if in general the data import errors were more user friendly. Eg. error as it couldn't find Company type - would be good if it included a link to where these are configured. A warning would be nice to say that spelling has to be exac...
Guest over 2 years ago in CRM App 0

Make data import error for blank space more obvious

Currently, the data importer will throw an error if there is a space at the end of the value. Eg. when assigning to an account manager it will error if there is a space at the end of the name. Would be good if this can either not error or let you ...
Guest over 2 years ago in CRM App 0

Show contacts when changing parent

Perhaps a list of contacts from the company the record is currently under would speed up the change parent process. I would take a guess at most of the time the change parent is used to move from contact to contact under the same company
Guest over 2 years ago in CRM App 0

Show the company type colour on Parent selector

See attached screenshot. One of these records are a customer and the other a supplier. Adding the company type colour would be a simple solution to this happening and avoid confusion.
Guest over 2 years ago in CRM App 0