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← TurnLink Sales Manager : Support & Customer Feedback

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48 results found

  1. 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 children

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  2. 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.

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  3. 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!

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  4. 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.

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  5. 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…

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  6. 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.

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  7. 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

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  8. 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.

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  9. give users the ability to add TASK progress notes in batch, not just general notes.

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  10. 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.

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  11. 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.

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  12. Incorporate Mobile CRM: Repsly, Go Spot Check, etc

    Incorporate Repsly, Go Spot Check, etc.

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  13. Mobile Sales App including easy location based navigation

    Android App

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  14. last order summary

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

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  15. order processing details

    Order processing: a way to track order processing issues, i.e. Out of stocks and/or short shipments. Out of stocks for calculating the loss of business at a retailer when the distributor is OOS. Short ships for billing and additional freight fees. among other items....

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  16. 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

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  17. 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.

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  18. VISIBILITY

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

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  19. 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

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

    Evernote integration

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