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Create records from searchable reports

It would be useful if users could create records such as companies/campaigns from the searchable pre-built reports in the CRM
Guest over 1 year ago in CRM App 0 Shipped

Auditing on quotes during order confirmation

Being able to track what is happening during order confirmation with details of who confirmed a quote, when this was confirmed into the accounting or ERP system, the ledger it was confirmed to, if the parent of the quote was changed, if the quote ...
Guest over 1 year ago in CRM App 0 Shipped

New Account and First Order notifcations to be sent out per account manager

Currently, the user notification settings for new customer and customers placing their first order are sent out for all customer. For example here if a new customer account placed their first order every user with this notification setting enabled...
Guest over 1 year ago in CMS App, Websites & eCommerce 1 Shipped

Notifications for enquiries

When another team member assisgns an enquiry to you, the receiver should receive notification.
Guest over 1 year ago in  1 Shipped

QuickBooks- Quotes to sync to 'Rate' field

The Rate is a field which dictates the unit price on an invoice line. (Examples has been filled in by customer but is normally blank)
Guest over 1 year ago in  1 Shipped

Extend exclude from RFM

Currently when a company is excluded from the RFM they are excluded also from the Alerts report, however they will appear in the orders report and the needs attention report and the other reports on the dashboard. There should be an option to excl...
Guest almost 2 years ago in CRM App 1 Shipped

Have Custom Fields in Forms that are mapped to Enquiries, Contacts & Companies

Need the ability to have multiple custom fields mapped to multiple custom fields in Enquiries that also subsequently mapped to Contacts // Companies if they're converted. This is a basic feature available on other CRMS (e.g. Zoho) EXAMPLE USE: we ...
Guest almost 2 years ago in Automation 1 Shipped

Better spam checking on Registration plug-in

Customers are receiving a lot of spam registrations from the Registration plug-in. Could we add Recaptcha v3 support, or some other spam check, to this plug-in?
Guest almost 2 years ago in CMS App, Websites & eCommerce 1 Shipped

B2C matching by Price Tier DEAR

As Dear does not have a B2C flag we only match on customer name or if they have any rules set up. This isn't always optimal for customers if they use an ecommerce site where the contact name doesn't always match the 'company' name or where a few B...
Guest over 2 years ago in Cin7 Core 0 Shipped

Flag Customers as B2C by Price Tier

A customer would find it useful to be able to flag customers as B2C based on their price tier. E.g. if they have a retail price tier they should pull through as B2C.
Guest over 2 years ago in Cin7 Omni 0 Shipped