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Prospect CRM Integration

started a topic 15 days ago

We have just set up a free trial with Prospect CRM and one of the major draw-cards was the ability for our sales team to view "Aged Receivables" which is deficiencly with Dear Systems.  We have just found out that this feature is not possible with Dear Systems integration.  This is the response from the Prospect CRM team:


"it appears DEAR currently don’t allow aged receivables to be passed from Xero.  This is because they don’t pass the UX number that is needed to link the sales ledgers in both DEAR and Xero."


Please fix this vital connection so that we can fully utilise the Prospect CRM features.

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