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Categories Integration
Created by Guest
Created on Sep 13, 2019

RELATED IDEAS

Import and display Unleashed order/delivery status for orders / order lines

This would be useful as sales teams could update their customers with the delivery status, build reports showing there sales and the statuses they're currently in all from the CRM instead of checking unleashed. Importing this field (if available on the unleahsed API) could then be another color coded field on the quotes page next to the Status (See screenshot)

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Display Unleashed Order Status within Sales Transactions

Merged
A customer would find it useful to see the Unleashed order status within the CRM, these include Parked/Picked/Packed/Dispatched etc. This would be best displayed within the sales transaction page.
Guest about 4 years ago in CRM App 0