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link quote number in prospect with DEAR sales order number

when raising a quote or proforma in prospect the quote# raised isnt pushed through to DEAR/Xero making reconciling stripe payments quite difficult for accounts teams who don't have access to prospect
Guest almost 3 years ago in Cin7 Core 0

Inputting an address should be easier when creating a new business contact

When creating a new business contact and adding an address it would be useful if there was text in each of the address line fields to indicate what should go into the address line i.e. Address line 1, Address line 2, Address line 3 (Suburb), Addre...
Guest almost 3 years ago in CRM App 0

Change parent for B2C when accidentally placed under a company

You can change the parent of a B2C contact to be under a company, whilst this may be useful you then can't make it back to be not under a company. Say you accidentally move a B2C under a company, currently the process to change this back is to rev...
Guest almost 3 years ago in CRM App 0

Store Invoice Number on Quote Records once generated in integrated Inventory/Accounts System

A Sage 50 customer would find it useful to have the invoice number stored on the quote record once it has been generated in the integrated Inventory/Accounting System. The purpose of having it stored on the quote record is to then be able to send ...
Guest almost 3 years ago in CRM App 0

Product burn down report

We capture the historical sales transactions for products and we know how many units are available for each product. As a user it would be good to know how long a particular product will last until it has sold out. Having this information will all...
Guest almost 3 years ago in CRM App 1

Can't set the default value on Opportunity Source

Opportunity Source Defaults to Unknown and there is no way to change this.
Guest almost 3 years ago in CRM App 0

Allow Opportunity Source to be required and on creation screen

It is not currently possible to make an Opportunity source required and appear on the creation screen. Some customers need a way to enforce setting Opportunity source to something accurate/specific
Guest almost 3 years ago in CRM App 0

Include the product fields CommerceCode and ICCCountryName in the integration

As a customer using Unleashed it would be good to have the CommerceCode and ICCCountryName product fields included as part of the integration with Unleashed so that the fields are available on products in Prospect CRM. These fields are useful on q...
Guest almost 3 years ago in CRM App 0

Show Task message within the Task tile

Show the task description within the Task tile. Difficult to locate task description within notes when there has been lots of activity. Needs to be visible at all times
Guest almost 3 years ago in  2 Planned

Automated Order Confirmation Emails for CMS orders only

There is a CRM system setting 'Order Confirmation Email' which allows you to specify a document that is sent when a quote is put into one of two states, "Customer Acceptance" or "In ERP system". The CRM also has an internal order notification emai...
Guest almost 3 years ago in CRM App 0