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  1. 2 votes
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    TAPI stands for Telephony Application Programming Interface so it is in fact what you're asking for. It's a industry standard of sorts for integrations with phone systems.

    If we were to pursue phone system integration, it would likely be not for a specific system but instead to support the TAPI standard.

    You'd want to check if your phone system was "TAPI compliant" to see if it could work with this feature.

    Reference - https://en.wikipedia.org/wiki/Telephony_Application_Programming_Interface

  2. 13 votes
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    I'd like to provide some related information and current capabilities to provide some context for whatever enhancement may be pursued.

    Shipping and billing addresses are stored with the order data. In some cases they may be saved with the customer as well if the option was selected in Order Entry to make the Ship or Bill address the default for the customer. Even with that though, those addresses may change over time.

    The request here would to expand the 'Retrieve a Saved Order' options to include elements of the billing and shipping address as they appeared on the order (not as the current customer defaults.)

    Current capabilities:

    In cases where the order was a "multi-ship" type order (where the recipient(s) was not the same as the buyer), and you have CMS configured to create customer records for multi-ship recipients, you'd be able to find their customer record. A copy of the order can be found in both the buyer and recipient's History (although frequency and spending is only updated for the buyer.)

    Also, the Advanced tab of Retrieve a Saved Order provides an option to search for order by ship-to last name. This generates a report finding all orders that have recips with that last name regardless of if they were saved as new customers.

  3. 2 votes
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    Two issues at hand here:

    1) The ability for CMS to store/recall multiple credit card numbers for a customer

    2) Storing or flagging a credit card for use on subscription orders

    This request will focus on #1. The second issue is dependent on #2 but is also dependent on CMS making the distinction between types of orders (e.g. there is no such thing technically as a subscription order, as far as CMS is concerned currently.)

    We've been looking at Authorize.net's CIM solution which allows for tokenized payments to be stored with a customer record. This would fit the bill and do so without increasing your PCI vulnerability...but would require Authorize.net, for better or worse.

  4. 1 vote
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    To clarify the use case for this request, orders placed online are typically always approved for the full amount of the order. Once the order downloads into CMS, and if the bill-delayed option is not used, CMS will reduce the amount of the payment to match what can ship today. For orders that are fully future shipped or back ordered, this new payment amount is zero.

    Noting that despite the payment being lowered to zero, the customers available funds are still being held in conjunction with the originally website-obtained authorization.

    If the order is fulfilled before the authorization expires, CMS will use that authorization to capture any funds due for the initial fulfillment. If that authorization has expired or the authorization has already been used for a previous fulfillment on this order, a new authorization will be obtained.

    That said, there may be two scenarios where you'd want to handle these charges differently:

    1) companies that do a lot of future ships where they know they typically are not fulfilling before that the auth will expire, it may be desirable to instead have the authorizations for zero dollar payments reversed to free up the customer's available credit line

    2) your account with your processor is set to automatically reverse authorizations after X days. Once these authorizations are reversed by the processor, which is not communicated to CMS, any subsequent attempt to capture them will fail.

    This feature request would have CMS automatically reverse the authorization in situations where the payment was reduced to zero, addressing both of the issues above.

  5. 1 vote
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    Particularly in CMS 10.0, our PCI security assessor determined that a user logged in as a non-PCI Admin user was not able to access credit card data so was really deemed a low threat and did not require further management.

    That said, I agree it would still be nice to have CMS. For assorted reasons you want to make sure that your users are operating under their own credentials (inventory adjustments, adjusting customer credits, etc.) that are outside the scope of PCI but still important to the business.

  6. 4 votes
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    CMS can work directly with the processors TransFirst and MPS which cuts out Authorize.net and thus removes the per transaction and related fees. We'd encourage you to explore these two options to get rate quotes to learn how much they could save you over what you're paying now. Contact your Platinum account rep for contact info for these two companies.

    We have a relationship with PayPal currently and can leverage that relationship to ensure your receiving the lowest possible PayPal transaction rates. As a customer of ours, PayPal views you as an established/qualified merchant and can change your account status so that you are not subject to periodic reviews, rate changes, and could reduce the time funds are held. Contact us for more information.

    We had evaluated Payflow solutions from PayPal earlier this year and, despite our relationship with PayPal, we determined that their gateway solutions were not suitable for CMS as it is currently structured. I'll leave this request open in order to determine demand but this would be a lot more challenging for us than adding other gateways and our conclusion earlier this year was not to move on it.

    In the mean time we'd encourage you to explore the other options with processing and PayPal described above, both of which could have very rapid return.

  7. 5 votes
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    The framework is in place to facilitate CMS communicating with any eCommerce platform or even an FTP repository. This is done by creating a cart-specific plug-in for our eCMS module as described in the CMS 9.0 Release Notes here - https://updates.newhavensoftware.com/v901release_notes.htm#link-1-1

    eCMS capabilities include:
    *Order downloads
    *Order status uploads
    *Catalog request downloads
    *Product data uploads, including stock levels

    Currently we support plug-ins for CommerceV3 (CV3), Magento, and are working on Amazon atm. We expect to see support for eBay and Volusion in the future.

    If enough interest is expressed in Miva (or other platform) we would develop a plug-in for it (based on votes on this request.)

    NewHaven Software or a third party could also be contracted to write such a plug-in if the solution was still desired without sufficient supporting votes from other users.

  8. 0 votes
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    There are a few scenarios for which we are requested to handle product imports. We provide professional services to our clients to help address any data needs, including product imports/updates, and one of our team will contact you to help with this. For example, we've assisted some of our clients with producing a spreadsheet of product data that they can manipulate in Excel and then we can import the changes back into CMS.

    That said, this type of request does come up enough that we would like to develop a formalized solution in CMS if we can get enough interest expressed (votes).

    For prospective voters, I will list the various product import scenarios below. Please comment here if you have others, which apply to you, or other related comments.

    *a new install of CMS - desire to import products from web site or old order management system

    *a new product list received from a vendor - Creating new products and updating existing products (should there be an option to not update existing products, skipping those and only creating new ones?)

    *internal pricing/product changes - very similar to the above but you're working with a spreadsheet of your own product data to facilitate efficient bulk changes and, when complete, import back into CMS

  9. 4 votes
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    I sure wish we were allowed to vote because we'd sure put a few on this one!

    NewHaven Software uses MailChimp too (we love it) and we'd also like to see that integration happen.

  10. 2 votes
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    There are a number of utilities available on the web to allow you to automate the running of Crystal reports. These can be both handy to have regularly run reports generated and even emailed to you on a schedule of your choosing and may also reduce the need to manage employee level permissions.

    That said, I agree that it would be helpful to have a more granular level of employee access to specific reports in CMS Setup

  11. 6 votes
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    That video link should have been - http://screencast.com/t/RK6eXTVr

    An error occurred while saving the comment

    At the time of entry, CMS does not yet know it is a proforma. That is only specified on save. The feature then would probably be a prompt after Save-As Proforma to ask if Bill Delayed should be set.

    In lieu of that, we have tried to solve this issue by implementing a special Crystal invoice form for quotes called InvoiteTemplate-Pro-Forma.rpt. See this screenshot for how to set it up - http://screencast.com/t/TAURQ83W

    We have also worked with clients to design custom Crystal Invoices specifically for emailing quotes which might be worth exploring if you would like to use something other than the template shown above. Contact your account rep if you're interested and they can setup a session with our form designer to review options.

    Also, sending a quote should not be a 10 step process. After saving, retrieve the last order and select Email for Invoice, selecting the above Crystal form definition. This will create an email to this customer with the invoice of your choosing attached (no need to save as pdf and attach). Short video illustrating - http://screencast.com/t/TAURQ83W

  12. 2 votes
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    For clarification, this request pertains specifically to the Pay Name field that auto-populates in Apply Payments as seen here - http://screencast.com/t/kwYfQRxInk

  13. 15 votes
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    MB,

    You're right, we do have this feature in the Contact Manager. CMS shows candidates based on name or company matches as they are being entered. here is a short video illustrating - http://screencast.com/t/BnlQqszYlZlm

    I'll have to have a word with our Product Manager to see why he didn't tell me about this! :)

    So, while matching is taking place on name, should there also be matching on address? This is possible but something we're not doing in Order Entry either, but could.

    To come up with a list of candidates CMS would essentially ignore the name altogether and look at the elements of the address, probably numbers only between street (address line 3) and zip (5 digits only). Fwiw, this is how the credit card companies perform address verification (AVS) on your billing address, see http://en.wikipedia.org/wiki/Address_Verification_System

    I'll also reiterate a point from my previous comment regarding matching (displaying candidates) on email or phone as that also seems quite beneficial to solving this problem.

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    A really interesting idea and we already have the matching logic in place which is used for order importing...so I'd think it wouldn't be too hard to take the next step and check it during save in the Contact Manager for a new customer.

    That said, I'd prefer to catch the match before the operator takes the time to enter all of that information and goes to save. For example, in Order Entry, when you enter customer information, CMS will display a list of "candidates" based on the contact or company name. In other words, we display possible matches while your entering the data so might be able to save you a fair amount of entry if we can establish the match during entry instead of after. I'd really like to see us employ a similar solution in the Contact Manager.

    I think we can improve on this candidates solution by also looking for matches on email address or phone number and have proposed as much. It'd be interesting to see if we can employee your idea in Order Entry as well.

    Either way, I don't think my solution precludes the one you've requested but instead supplements it (and yours is a lot easier to implement.)

    I'd love to hear feedback from others to indicate if they agree with the proposed approach or how it could be better.

  14. 1 vote
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    I'd like to propose a slightly different approach to solving this problem...

    Instead of having a new field for Sale Price, I think we ought to have a field in CMS for Suggest Retail Price (SRP). CMS would upload this price to the website as the normal price and then whatever you have set as your Retail price would be your 'sale' price (if they were different).

    This solution is also taking into account how CMS currently handles sale pricing. That is if you define a scheduled/permanent discount by percentage for a product, CMS does the math and uploads this is as the current price (as above, being treated as the sale price in the upload since it is less than the SRP).

    This also means the addition of just a single field to CMS since you would not need a separate SRP for each price category.

  15. 5 votes
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    Yes, this is a fair complaint. We're also not happy about how CMS handles bad payments/debts.

    We had planned to include related enhancements in 10.0 but the extent of the PCI related changes forced us to trim some of the planned features out.

    Hopefully these enhancements will get into the next release after 10.0.1. A number of votes here could help ensure that happens.

  16. 3 votes
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    The original intention of this feature was to act as a streamlined means of retrieving a temp or proforma order, particularly for point of sale (POS) where you might have a customer standing in front of you. Like 'Find an Order' or other search mechanisms in CMS, they close after you've found/opened the desired order.

    The other use case is, of course, 'managing' these incomplete orders in which case you'd want to have the window remain open as you work through them.

    This window is probably a good candidate to have something like a checkbox for 'do not auto-close' so you can choose which mode you're wanting to work in (single retrieval or management.) CMS could remember that setting on your workstation so you'd only have to choose your mode when you want to change the behavior.

  17. 10 votes
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    Thanks for the suggestion, Mark. I couldn't agree more. I run into this frequently too.

    The trade-off is possibly not catching an email that you would indeed want to save as a template for future use but the risk there seems pretty small. Since CMS stores those sent emails in the customer's History, worst case is you'd have to go copy it from the history entry if you forgot to save and wanted to re-use.

    For this reason I'll suggest that we don't even make it an option, we just turn off the warning altogether. I'd be interested in hearing if anyone would prefer the warning remain on.

  18. 3 votes
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    When applying payments to saved orders, we recommend that you use the Apply Payments section of CMS. This is found in the text menu under the Orders>Payments.

    The Apply Payments section includes several features to help with applying payments to one or more orders (more enhancements coming in 10.0, see http://updates.newhavensoftware.com/v10pre-release_notes.htm#link-1-11.)

    One of the benefits of Apply Payments is its display all of the open (unpaid) invoices for the selected customer. The grid displaying all of the open invoices shows them in a date descending sequence, assuming that you'd normally want to to pay off the oldest invoices first.

    This grid, however, also supports column sorting (9.0+) which allows you to click on the column header for any of the grid values, including Balance, to sequence the display. This should make it very quick to find an invoice by balance, even for a customer with many open invoices.

    Here is a short video illustrating - http://screencast.com/t/yrsbwzpG4

    We think this would be the most efficient means of finding and paying open invoices for a customer. Please comment here if feel your situation calls for a different solution.

  19. 1 vote
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    To clarify the request for future voters, this is not the path to the report file (which may also be desirable, particularly for custom reports) but instead is the path in CMS to navigate the menus to run this report.

    As CMS's list of reports continues to grow, finding the report you're wanting to run may become more of a challenge. Thankfully most reports are run straight from the Reports menu but, even there, there are many branches in the menu to sort through.

    A separate idea that has been discussed internally was a feature for "My Reports". A way you could flag which reports you use and have them placed in one easy to access location. If anyone is interested in this, please add a separate User Voice suggestion for it.

  20. 6 votes
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    For any other responders. consider what else in addition to state might be helpful in the Verify Imports grid to help you prioritize/segment your order verification process.

    The state request gets a bit more complication with multi-recipient orders but maybe state would only display for a single recipient order.

    We had a similar request come in not too long ago to see the payment method, for example. Let us know if there are others that would be helpful.