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← TurnLink Sales Manager : Support & Customer Feedback

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48 results found

  1. Color highlight Scheduled Tasks to differentiate from Notes in Company record event history

    Create a visual difference in the Events history between Scheduled Tasks and Notes. Color missed tasks/calls.

    1 vote
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  2. search chains by number of locations

    More detailed advanced search options.
    Ability to search for all chains with a certain amount of store locations.
    Ex: get results for all chains with 5+ locations. Or, within a range - all chains with 10-20 locations.

    1 vote
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  3. Ability to select more than one tag at a time to search from

    Would be nice to be able to utilize the CTRL or SHIFT features to select multiple tags or a whole section of tags to search within instead of having to click on every single tag we want included in our search. It would also be nice if the box where you select the tags was big enough to see a whole screen worth of tags instead of just a few at a time in a small box.

    1 vote
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  4. Incorporate Mobile CRM: Repsly, Go Spot Check, etc

    Incorporate Repsly, Go Spot Check, etc.

    1 vote
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  5. Mobile Sales App including easy location based navigation

    Android App

    1 vote
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  6. Ability to work offline

    Ability to download and work offline when internet connection is not available and auto-upload work into Turnlink when internet connection is available

    2 votes
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  7. last order summary

    I would like and easy way to see my customers purchase history enmasse for finding who has not ordered in awhile

    1 vote
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  8. Editable Files/Photos in TurnLink

    It will be great to have the option to preview/edit file that was previously uploaded (without need to download first); would be nice if this would work the same for photos vs a small thumbnail

    1 vote
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  9. Compatibility with Analytics Programs

    Make compatible with Data analytics Programs. Such as Tableau. Allow systems to link into the back end so data can be pulled from Turnlink in order to create real time reports.

    1 vote
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  10. VISIBILITY

    Please make this message system easier to read; grey font is not as easily read as black font would be. Thanks,

    1 vote
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  11. Add ability to search for contact title to adv search or create saved groups on email exports

    0 votes
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  12. Check in

    You should have a quick check in instead of scheduling appointments. Use locations like Facebook or other apps do to create a check in and quick note section

    1 vote
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  13. "Presented" Action Tab

    "Presented" Actions Tab within store profiles - In this have a box to click on when sku has been presented and a field to be filled in with the date and another for comments.

    3 votes
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  14. Make TurnLink Play friendly with other platforms like Evernote for ease of use on mobile

    Evernote integration

    1 vote
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  15. Recurring Event Option in Calendar/Schedule

    In Calendars have the option to have recurring events or schedule. Our reps are on a 4 or 6 week call cycle and it would make it a lot easier/efficient to have the option to have these recurring instead of them having to update every month.

    2 votes
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  16. Wholesale Webpage for retailers

    Many companies are trying to get me to pay for either a listing on their B2B portal or else pay for them to create a wholesale page on my website. I'd much rather if Turntree created a wholesale website page for us.

    3 votes
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    1 comment  ·  Admin →
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  17. Add a feature on an order to allow for automatically recurring orders

    We have customers who want the same products shipped weekly. It would be a real advantage to have TL add these orders to the Web connector Queue automatically.

    2 votes
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  18. Integrate with QB online

    QB Online is a much more powerful platform these days and having TL integrate would enable us to work seamlessly even without our own computer set up with a remote desktop to access the Hosted QB through Unidata.

    1 vote
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  19. Lot code tracking

    Hi there,
    With the added requirement for "transparency" from the customers, Lot code tracking would be a huge help in order processing and for quick access in the customer information.

    15 votes
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  20. Regional Relationship automatic suggestion

    Just a quick thought I had: When assigning a regional relationship to an account, would it be possible to program the pop-up menu to automatically search for any regional companies with the same name?
    I.E. If I was in the account "UNFI:Eastern Region:York" and I wanted to assign "UNFI:Eastern Region" as the regional relationship, then instead of it just popping up a window with all the regional locations in our TL account and scroll and/or manually search, it would simply place the "best match" regional company at the top of the list? I know it's not groundbreaking, but it could…

    4 votes
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