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Categories CRM App
Created by Guest
Created on Oct 31, 2019

Show Import Status on Integration page of Settings

As it stands, it is difficult for Prospect users to quickly and easily check the integration status at a glance. They have to navigate through several menus that are not self-explanatory. 

 

Consider moving this data (Accounts/ERP Connection) from Home Currency to the Integration page of the Settings area, and adding a logo to instantly show the user which accounts/ERP/inventory system they're integrated to. 

This video shows the current process:

https://www.loom.com/share/59dd0c71a6bc4860b8b3f88eb627bcea

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