General
48 results found
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Incorporate Mobile CRM: Repsly, Go Spot Check, etc
Incorporate Repsly, Go Spot Check, etc.
1 vote -
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 -
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 -
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 -
0 votes
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0 votes
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automated Web connect
automated web connect setting option
(instead of export and then sending to web connect) for invoice generation0 votes -
Primary Rep Assignment
It would be nice if there was an option to make a rep Primary on the first screen when assigning the rep instead of assigning them and then having to go into the Menu then select Make Primary.
Thank you for the consideration.
0 votes
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