Integration

Could a DateLastUpdated be added to tblAddOn in the Config DB We need to be able to tell when add-ons were last updated As an example a site is experiencing a problem related to a 3rd party product, they have lots of their add-ons installed and ob...

Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...

Add support for the Sage 200 Form Launcher in Remote Desktop and Azure Virtual Desktop environment. According to the following article NOTE: Please Note: As of the 2017 R2 release of Sage 200 CRM, Form Launching on RDS/TS environments are no longe...

You have started daily captcha verification when logging in but your captcha's don't seem to work properly and you have to try multiple times for very obvious captchas, like a motorbike or a bus because your captcha system is flawed. It wastes pre...

differences in the fields available within the invoice vs payment screens, below is what's currently available invoice columns Invoice number, customer name, messaging, related, type, payment status, issued date, due date, before tax, tax amount, ...

the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP