General
48 results found
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default unit type
Have the ability to set the default unit type on my order form. I have three unit types available, but I primarily use the case quantity on the majority of my orders.
1 vote -
Voids Reports need to be based on Regionally approved SKU's, not the entire list of products available to everyone.
Running Void reports now does not take into account Regionally accepted/approved items, it lists ALL products not carried, and does not reference the "Audit" list for the Regional that carries down into the Children. The Void report is kind of useless without accuracy of what we can push brokers and merchandisers to place that are authorized.
1 vote -
Allow embeddable images in your templates
We would utilize the email functions more often if our company signature would be displayed accurately and intact. Our signatures include an embedded image of our logo. Your templates do not allow for embedded images, however, and it would be nice to have the capability, not just for signatures but for email purposes as well. If I want to do an eblast to my customers, I need to be able to include product images and such.
5 votes -
Add a check box on shipping addresses to identify residential vs commercial addresses
i.e. "check this box if address is residential". We generate shipping labels for orders and get additional charges from UPS when we deliver to residential addresses. It would be helpful to know at time of order placement if we are dealing with a residential shipment so the additional fees can be billed to the customer. It's a lot easier to get fees paid with the original invoice than when you cut a separate one after the fact.
1 vote -
When Setting Up a Shipping Address that is Different than the Billing Address, Don't Force Us to Enter a First and Last Name.
It sometimes causes issues with shipping labels. When you try to squish a business name into a "First" and "Last" name line, we get notices that we can't fit that many characters in that field or the label has the company name listed twice with "Attn" listed twice because Turntree also automatically adds "Attn" to the "First/Last" name fields but doesn't mention that. If there is no "Attn" person, I don't want to be forced to create an imaginary one, or squish a business name into a name field when it should be on the company name field only. That…
1 vote -
Make it possible to remove sales reps off of accounts in batch instead of account by account.
i pulled a list of stores that had the turntag "closed" (meaning their company literally went out of business) but still had sales reps attached. instead of being able to do a few clicks and remove all sales reps, I would have had to select one broker at a time - and we have 100. needless to say, i still havent removed the brokers from those accounts because i dont have the time or the patience.
1 voteThank you for your suggestion!
We are adding the ability to do this via Advanced Search > Push Results To > Rep Assignment. On the ‘Rep Changes To Make’ menu you will be able to do individual rep modifications as well as remove all assigned reps, all assigned Inside reps, all assigned Outside reps, and all reps connected to a specific Outside Sales company.
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1 vote
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Automatic task pop-up
I think it would be a great idea if we can have a specific task running on a pattern. For Example, i schedule for each 28th of the month a certain task and it pops up automatically for the account I want it.
1 vote -
Allow users to open multiple tabs
Oftentimes we need to quickly move from one company to another and back again. Opening new screens/tabs would be a big help.
1 vote -
Create separate folder in Advanced Search for Import Files
There are so many import files that it's hard to find our own saved searches.
It seems you could create a separate search folder for the imports.4 votes -
"Create New Contact" action in inbox
When forwarding an email into inbox from a new prospect or customer it would be excellent if we could create a new contact from that point, with the email available for information to populate the new record, and create further actions immediately once created. So "Create New Contact" would be an option in the inbox.
4 votes -
MapMyStores - URL Link from Address to Google Maps
It would be great to link store addresses from the locator to Google Maps, so a person can immediately get directions on their phone or desktop. The current interface requires customers to copy an address and paste it into their map program, which is a bit cumbersome, and thus not a great user experience.
1 vote -
Contrasting colors in new platform
I would love to see some better contrasting color choices under the Company info, i.e., Contacts, Distributors and Tags so that users don't have to strain visually to see that information. The current setup of white text against green, gold and grey does not pop enough. A royal blue background like that used in the "View Events" tab would be ideal or even a black background.
1 vote -
NUmber of stores carrying
Would it be possible to add a field to the products carried audit form, that indicates the number of stores carrying the product?
This would be for Regional records only, and would be pulled from the "children" data or entered manually for those records that dont have children1 vote -
Batch upload - photos
We receive multiple photos of our store sets from demo reps that we would like to save for future reference. Photos are sent to us through DropBox and each is named after the store. If possible, It would be much appreciated if you could create a batch upload to place them in their proper accounts all at once.
Thank you.
1 vote -
Change the PDF print format from landscape to portrait
Hello,
I use Turnlink at work and we just recently switched to your new format. When I go to print an order, it prints in a landscape PDF format versus a portrait format. The old Turnlink was in portrait and easier to read. Could this possibly be changed? Thanks!
1 vote -
Ability to zoom in on new TL format
It would be nice to be able to zoom in on specific points on the screen not easily opened. i.e. drop down option menu next to items in the audit.
1 vote -
revert to where you were in list
I'm working one by one on a list of over 5000 records. Every time I go to a record, make my notes/adjustments and then click back it takes me to the very top of the list and I have to scroll allllll the way back down to where I was. It's very frustrating and ends up consuming valuable time since I also have to wait for it to load more accounts more and more times the further down the list I go. It would be great to be able to hit the back button and be taken right back to…
1 vote -
Home/Setup/Products/Distributor Codes & Pricing ----- oos
When we have a temporary out of stock on an item, we end up coming in here to either discontinue the code to prevent reps from adding to orders or we go to the product & folders and change the name to "product name OOS"
It would be great if there was an admin feature to quickly and easlily temporarily make something out of stock in an obvious way to the order form users.
1 vote -
Split the QB web connector balance information into "Balance Due" and "Total Balance"
We love the feature of being able to see balance due on any customer QB account through Turnlink. An improvement would be to split that out into "Balance Past Due" and "Total Balance" to help reps speak with clarity and confidence at time of order.
Megan
1 vote
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