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Product Suggestions
Categories CRM App
Created by Guest
Created on Mar 16, 2021

Better visibility of integration import status

It would be useful for customers if there was more visibility of the import status and history in different parts of the CRM for cloud accounting systems such as Unleashed & Xero.


Currently the only way to see when the last import complete, and what the active import item is are in the Settings page when editing the Home Currency details.


It is not obvious when the last update was made when you are looking at detail on a record e.g. a product's stock levels, or a ledger's On Stop status. Something like the "last time record was updated" or "last time this import section ran" on the detail would be useful.


It is also not obvious when integration is not running or has been disabled; perhaps a warning banner across the CRM for admin users that indicates there is an issue would be a good way for them to get in touch if there are issues with the integration.

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