Product Suggestions
We have done this for a few customers already but as part of enhancing the integration on offer with 365 it makes sense for this functionality to be standardised. The current solution is in place for Grestec and Flints are also interested in this, using an AME to push from a CRM tab on quotes into the relevant dated notes table for the SOR in Exchequer
There are a few areas around accounts integration for which we have implemented bespoke plug-ins; we are hoping to over time consolidate these all into the core if they are customisable or generic.
