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  1. Right now, in the Rules Engine, there are too many steps for creating a new rule. For example: Click start from scratch. Choose map order number. In comparisons, choose the field. Click map all. Leave map to blank. Click finish.

    3 votes

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    Gathering Feedback  ·  1 comment  ·  Rules Engine  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mainly, we just need a reclarification of how the Rules work.

    I think reestablishing the links in this tutorial would be helpful: https://help.syncwithconnex.com/hc/can-i-use-an-and-statement (all links are broken).

    But here are the main questions:
    1 - do all rules run as one long list? (all connected with OR)
    2 - do the OR conjunctions at the end of one rule connect with the next rules statement?
    3 - how do multiple conditions in one rule differentiate from separating those conditions into their own rules?

    1 vote

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    0 comments  ·  Rules Engine  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you so much for the feedback. Love to hear our customer’s feedback, regarding the Rules Engine and how we can make improvements.

  3. Add functionality map the QuickBooks Invoice P.O. Number (purchase order) to the order number of a given integration.

    0 votes

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    Gathering Feedback  ·  1 comment  ·  Rules Engine  ·  Flag idea as inappropriate…  ·  Admin →
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