Be able to import third party product catalogue via Excel
Add an excel import to bring through products from a third party, these products would get created within the CRM, and only get pushed through to the ERP on order confirmation. This would allow these products to be managed through the update via e...
A customer was trying to create a report that included columns for each year that the customer has spent displaying the value of each calendar year spend. This could be added to the sales ledger stats or another report entity that this would be be...
A customer is trying to run a report that shows contact information, Sales Value, Last Year Sales Value and YTD. You can achieve the contact information, sales value & last year sales value using the contact entity by linking to the sales ledg...
The Upsell feature should work on documents also. Customers would really benefit if they could configure the Upsell product recommendations list onto your proposal/quote document. For example, when a customer enquires about product XYZ, you could ...
It would be nice to have the Magic Matrix or another Matrix for Prospect Customers (those without a sales ledger) so then you can work on building awareness on products and track which campaign was most successful in getting a first sale etc. The ...
A customer would like to import the Cin7 dispatched data and display this in the sales transactions page so you can see if an order has been dispatched or not.
Equipment Record - Auto-populate Manufacturer Warranty
When an equipment record is created it would be good if the manufacturer warranty field is auto-populated. There could be a system setting the determine how many months the manufacturers warranty is set to i.e. 12 months, 24 months etc. The idea i...
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