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Enable Product Creation Sync Between Katana and CRM (and vice versa)

Enabling automated product creation in Katana during the sync time when Products are created in the CRM if they are yet to exist in Katana.
Guest 10 months ago in Integration 0

Automatic Report Scheduling/Subscription

Speaking with a current prospect who has a desire to set up automated reports. Fantastic that he can build his own reports from the web but he then wants it sent to him every Friday 3pm. I think it would be a great idea to add the ability to add a...
Guest about 7 years ago in  5 Good idea awaiting more votes

Dashboard/Sales Analysis to show invoiced sales for Dimension integration

Instead of showing orders processed value, the sales invoiced would be a true reflection for the sales team and internal sales on where we are against monthly targets.
Guest about 1 year ago in Access Dimensions 0

Alternative Card Payment providers

As a business we use Opayo/Sagepay to process our card payments, can the option for a none stripe provider be added please.
Guest 2 months ago in CMS App, Websites & eCommerce 0

Recalculate quote to show latest pricing

No description provided
Guest about 3 years ago in CRM App 3 Already exists

Route Planner Integration

Customers whom manage their own deliveries, or have field raps would benefit from a route planner. Mapsly is an option raised which looks to do the Job and has an API which would potentially allow us to pass across information like customers, addr...
Guest over 2 years ago in Integration 1

Make "Needs Engagement" Days configurable by customer

At present you can vary "Needs Engagement" days but these changes apply to all customers. We would like this configurable by customer so that we can focus on the high value and significant opportunity customers and not be distracted by small, inte...
Guest almost 2 years ago in CRM App 0

Set Currency Against Opportunity Value

Currently the opportunity value is shown in the home currency. However a customer who quotes in multiple currencies would find it useful to show the opportunity value in the currency of the prospect/customer rather than the home currency. Probably...
Guest about 4 years ago in CRM App 10 Good idea awaiting more votes

Birthday Notification for Marketing Promotions

Add a field for birthday date on either company or contact level to then email a reminder to the account manager to then send an email template out from the CRM offering a promotional discount
Guest over 1 year ago in CRM App 1

Import address line 3 from Dimensions into CRM ledger

The current Access Dimensions integration imports address lines 1 and 2 from Dimensions into the CRM's ledger address, then imports the Town and County (from fields SL_ADDRESSES.AD_ADDRESS_USER1 and SL_ADDRESSES.AD_ADDRESS_USER2) into address line...
Guest 2 months ago in Access Dimensions 0