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SPA-I-1289
SPA-I-1289

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10 VOTE

Status Good idea awaiting more votes

Categories CRM App

Created by Guest

Created on Aug 25, 2020

RELATED IDEAS

Import Paid Flags from Xero as Secondary Connection
Populate Payment Terms on Unleashed Customer Accounts
Import payment information from QBO secondary connection
Import Supplier Name & Supplier Product Code from Unleashed
Add Open in Xero / Unleashed links
Able to Download Copy of Invoices
Company Registration Number - Linked to Unleashed and Xero
Import all contacts to Unleashed when creating customer account via CRM
Import Sales Type from Unleashed
Import customer reference for Unleashed Sales Invoices

Import Payment Terms from Unleashed/Xero

At the moment we don't pull through the payment terms, this information is stored within Unleashed or Xero. Customers would find it useful to see this information within the CRM against the division.

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