Product Suggestions
Compared to the Verion 6 screen, the following fields are missing:-
Contact 1,
Contact 2,
Ledger Accout
Region
Territory
Cust Type
Analysis
Despatch Method
Route
Terms Profile
Customer Profile
Invoice Account
Delivery Instructions
As 365 stands the above fields will be copied from the model account, but it would require a lot of model accounts to get all the different combinations of these fields.
Because the CRM runs in the web browser, and Pegasus has no Web API we are only able to collect some generic ledger information at that point, storing these in some generic fields, and then later writing them into Pegasus via the on-premise integration. If Pegasus had a web api (like other systems we integrate to) then we could do more by dynamically populating data, but its unlikely Pegasus will ever be updated to be cloud based or have a full web api.
