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Categories CRM App
Created by Guest
Created on Aug 27, 2019

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Automation Import Notifications

Following a conversation with the customer, it was suggested that it would useful to have a notification when opening the CRM for the first time during a day which displays if the imports have run or not. It should only display for admin users or certain selected users. This feature would be useful because it should reduce the number of times customers imports don't run for a long amount of time without them noticing. 

  • ADMIN RESPONSE
    Aug 28, 2019

    This information is available in the CRM for hosted accounts/ERP systems such as Xero and Unleashed. It is unlikely that we will add this for on premise accounts/ERP systems.

    Integrations to hosted accounts/ERP systems are centrally managed and monitored by ProspectSoft avoiding the need for customer monitoring/alerting.

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Warning when overnight program/imports have not run.

Merged
At the moment you have no guarantee that the information on the system is accurate with the latest data. The overnight system may have failed and you are using out of date information. There need to be a confirmation message every morning that all...
Guest almost 6 years ago in CRM App 0 Already exists