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Add 'accept contact' for quarantined contacts as a bulk action

When going through our quarantined contacts that have registered through the website, there is a perform bulk action and then delete record as an option but not to accept the records. On the desktop version you had the quarantined records wizard w...
Guest about 3 years ago in CRM App 0

Industry summary on sales dash board

I would like ot be abe to view industry summaries on the various dashboards
Guest almost 2 years ago in Other 0

Set Cin7 Sales Rep on new customer accounts to account manager by default

When you are creating a customer account for Cin7 Core from your workspace, this currently sets the Cin7 Sales rep to be none by default, even if there is an account manager already assigned to the company. It is logical that the sales person of t...
Guest over 1 year ago in Cin7 Core 0

Street Addresses from XERO required

As a CRM and sales team reliant program, at the moment Prospect only populates the 'Postal Address' from Xero and not the 'Street Address'. As the street addresses are missing in Prospect has meant our sales team are spending wasted time having to...
Guest almost 2 years ago in Xero 1

Display Courier Tracking Number - from Cin7

Cin7 obtains the "Carrier" (i.e. courier company) and "Tracking Code" (i.e. courier tracking number) - it would be helpful if that could be displayed in a field in Prospect. This would allow the Sales Team to pass that information onto the custome...
Guest 8 months ago in Cin7 Omni 0

The ability to add more than one pipelines/statuses to one Opportunity

This is for when the customer uses it for trialing multiple products at the same time, like seeds. If they trial 5 seeds at the same time and find out that seed 2 and 3 are not good, they would like to conclude it as lost but win for the other one...
Guest 8 months ago in Product Management 0

Add a sales ledger upsert for Access Dimensions integration

Currently when creating ledgers in the CRM, this will only get created in Dimensions when the sales ledger import item runs. When trying to confirm an order for a new ledger created in the CRM, the order confirmation does not attempt to upsert the...
Guest 8 months ago in Access Dimensions 1

Log an activity against a record when a user/or multiple users are notified

A customer would like notifications to be saved to the activity. Would be beneficial to see exactly who has been notified.
Guest almost 4 years ago in CRM App 0

Functionality in CRM to attach documents/files to enquiries.

Be able to add attachments to Enquiries
Guest 8 months ago in CRM App 0

Include Delivery Method on the order confirmation popup

When confirming an order the delivery details pop-up window should include the delivery method field. This will allow users to confirm the delivery method, often a user may have forgotten to enter a delivery method and having it available on the p...
Guest about 3 years ago in CRM App 0