It would be useful to show goals by account manager within the account manager dashboard. Ideally within the "Orders" section. Showing Month to date orders as it currently shows against the set goal for the month.
Guest
over 2 years ago
in Admin Portal
8
Likely to implement
Restricting visibility to some warehouses would allow our users in the UK to only see what stock is available in the UK across multiple warehouses, and vice versa for our team in the US. This would make the 'total available' stock different for ea...
When you have to categorise customers in lots of ways - creating more coloured tags would benefit us, especially viewing the swatch dots / instead of reading the tag name. Double-ups of the same colour can get tricky.
Would like to be able to add a tag feature to the contacts that come in on forms created. For example, all incoming inquiry contacts could be tagged as PROSPECTS or POTENTIAL until retagged by an employee.
Movable/non-modal pop-up windows - especially task popup
When clicking on a customer to call them, a New Task window pops up, which is not movable and covers the information that I need to read about that customer on the main window behind. Can you make the pop-up window movable?
Much like where the 'Due Date' is editable in custom reports, it would be ideal if we could have things such as Opportunity Pipeline and Status as editable columns from within the report. This will help us cleanse our pipelines a lot more efficien...
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