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Cin7 'Sales rep' to populate from Prospect 'Sales person'

A customer has requested that the Sales rep field within Cin7 is populated by a field within Prospect. The logical answer here is the Sales person however I would also see the account manager being requested also. A System option may be nice for this
Guest over 3 years ago in Cin7 Omni 0

Product Out of Stock Subscription

Option to display out of stock products and request a notification email when the product becomes available. This will act as a nice reminder to the customers to go back and visit the site but also could be used by staff as an indicator of which p...
Guest about 9 years ago in CMS Sites 1

Sync Order Memo from Cin7 Core

Our sales representatives often key in important information when taking an order from a customer against the Order Memo field in Cin7 Core (e.g. why a customer didn't order a certain item, etc.) that would be useful to have in Prospect.
Guest 6 months ago in Cin7 Core 0

Allow Umlaut letters (ä, ü, ï, ö, ë, ÿ) in filenames

Currently when generating files, umlaut letters are removed from the filename. We would like to be able to use these to name files created from templates.
Guest almost 2 years ago in CRM App 0

Integration with other payment gateways

Integrating with additional payment gateways like Authorize.net would allow for sales people to collect payment for orders prior to shipping, which is common for CPG sales in the US.
Guest over 2 years ago in CRM App 0

Dynamically Create Report Then Send With MailChimp

If you wanted to send a specific report to customers, for example a list of all items they have ordered, there should be a way to integrate the report to a mailing system like Mailchimp and at the press of a button/a scheduled event trigger, it ca...
Guest over 2 years ago in CRM App 0

Ability to Set a Default Contact for Quotes/Orders

It would be useful to be able to mark one contact as the default so when quotes are raised against the company, it defaults to this contact for communication.
Guest over 2 years ago in CRM App 0

Add what exact time something was updated

In the Date column add the ability instead of how long or what date, can we have it what time and activity or order was updated/placed (e.g. 1630 29/08/22 or 4:30pm 29/08/22)
Guest over 2 years ago in CMS App, Websites & eCommerce 2 Already exists

Fallback option for merge fields when the field is blank

The merge fields are great to use when generating your templates. However, if you do not have a field populated with any information used in the field, no value would be inserted. It would be nice to be able to specify a default value that can be ...
Guest 12 months ago in CRM App 2 Already exists

Telephony (web-based TAPI) integration with RingCentral or AirCall or Twilio

RingCentral and Aircall are both well-established web phone systems with good API's and existing models for CRM integration... that would mean (in theory) integration isn't too hard to deliver. Twilio perhaps via standard API's or via flex
Guest almost 6 years ago in CRM App 1