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...
Two way sync for Company with Cin7 Core/DEAR Inventory
It will be very useful and helpful to customers using Cin7 Core/DEAR Inventory that when they update the company details in either system, the change is reflected in both CRM & Cin7.
Import Sales Person Onto Sales Order Header for Cin7 Core
We currently do not import the sales person onto sales order header for Cin7 Core. This would be a great enhancement to make as it would allow our users a better overview of the sales processed in Cin7 Core.
Post Email And Phone Number when creating contacts in Cin7 Core
As part of creating accounts in Cin7 core from the CRM, you can select a contact to be posted across to Cin7 Core. However this currently does not post the email or either of the phone number fields. It would be beneficial to our users to prevent ...
Our sales representatives often key in important information when taking an order from a customer against the Order Memo field in Cin7 Core (e.g. why a customer didn't order a certain item, etc.) that would be useful to have in Prospect.
When selling only a service item, Cin7 requires this to be a Service Sale rather than an order so then it can be authorised and the process completed which is different to a product Order. The CRM should support this in a way that when only a serv...
Use Dear integration to pull details of Credit note, number and value into relevant issue.
When a problem/issue results in a credit being issued, Prospect should pull the credit note number and value to the appropriate problem record. This would reduce time in manually updating the record and ensure accuracy of the customer record.
Setting Product Cost Centres through Tags or other fields in Cin7 Automatically
It would be really helpful if prospect pulled brand and category for Inventory in Cin7 and you could setup rules to automatically set cost centres? This could also set Tags at the product level as well.
Ability to change Dear Inventory Customer Default Price Tier from CRM
A customer would find it useful to be able to change the Dear Inventory Default Price Tier from Prospect CRM. Currently once it has been created as a new customer any changes to the default price tiers needs to be completed in Dear Inventory and t...
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