Product Suggestions
When creating a quote in Prospect CRM we can populate the delivery instructions field based on what is entered in the delivery notes 1 and delivery notes 2 fields in Prospect CRM.
At the moment we don't have a field in Prospect CRM that populates the comments field on a sales order in Unleashed.
From what I can tell the comments field on a sales order in Unleashed is a field that is available in the api https://apidocs.unleashedsoftware.com/SalesOrders.
There are similar requests to this:
https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-1549
https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-648
https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-755
https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-1094
However I don't believe that these requests resolve this issue.
There is a new field in the quote/order details page called "memo". If populated, this will post to the unleashed comments field on an order in unleashed.
Note - the comments field in unleashed is also auto-populated with the CRM quote id to make it easy to refer back to the CRM... and if the customer pays via stripe (in the quote-to-order workflow) then this information is also added to the comments field.