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Allow for editing of description of orders in dimensions

When new orders are being sent through to Dimensions, the description of the orders comes through as “PSCRM Order ID#....” we should allow for editing of this description.
Guest about 1 month ago in Access Dimensions 0

Add fields to the dimensions sales ledger creation screen

In dimensions, there are many fields that can't be set by the sales ledger creation screen, such as Contact information for the sales ledger, Sort Key data (Customer group, region, shop type), notes and any custom fields that the user has set. We ...
Guest 12 days ago in Access Dimensions 0

Pop up text box functionality for product lines in quotation screen

Popup box with personalised text for products that can be seen when the product is added to a quote - i.e. to show current lead times for stock if "ordered today". Perhaps sync'd with Reminder box in Unleashed.
Guest 6 months ago in Unleashed 0

Field for 'In Stock' or 'Not In Stock'

Rather than having the exact amount in stock or not in stock, having a field that simply says 'In Stock' or 'Not In Stock' would be great so we can have this on our quote template. We would rather not give the exact number.
Guest 27 days ago in Other 0

Import address line 3 from Dimensions into CRM ledger

The current Access Dimensions integration imports address lines 1 and 2 from Dimensions into the CRM's ledger address, then imports the Town and County (from fields SL_ADDRESSES.AD_ADDRESS_USER1 and SL_ADDRESSES.AD_ADDRESS_USER2) into address line...
Guest 8 days ago in Access Dimensions 0

Allow for Opera Cost Price to also include the Landed Cost.

In Opera you can set the Landed cost which it will then add logistics costs to the Cost Price and you can use this for reporting accurate cost prices. Currently we only import the Cost Price and don't take into consideration the Landing cost.
Guest 10 months ago in Pegasus Opera 1

Add handling for Bin locations for Cin7 Core

Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
Guest 11 months ago in Cin7 Omni 6 Planned

Post Customer Order to Katana when confirming Orders

We currently do not post the customer order reference to Katana when we are confirming orders. To help better identify and the transparency of orders. We should post the customer order reference on a quote to this field customer_ref when creating ...
Guest 10 months ago in Integration 1

Allow Mailchimp tagging from within the contact screen instead of having to create reports

Currently, there is no option to simply add a Mailchimp tag to an individual contact. You have to set up a report to tag individuals. It would make life easier if the indvidual can be tagged at any time. For example, if they fill out a contact for...
Guest 6 months ago in Mailchimp 0

Syncs Quotes to Cin7 Core

Having the CRM to be able to push through the unconfirmed Quotes to Cin7 Core: Regarding syncing quotes with Cin7 Core, it would be beneficial to have the quotes generated in Prospect also available in Cin7. This way, any team member who doesn't h...
Guest 7 months ago in Cin7 Core 1