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Admin Portal

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Why cant 2 or more contacts have the same email address

e.g 3 people work in accounts and can all be contacted by a generic email address like accounts@
Guest over 4 years ago in Admin Portal 1 Will not implement

New function - change quick quote status' in bulk

please can we allow a function to change the status of your quotes in bulk. we have many low value quotes that we close down after a period of time and currently we have to do this individually. it would be much easier to perform a 'bulk update' a...
Guest over 2 years ago in Admin Portal 0

Leaderboard View - Remove any 'sales orders' from the Value

please can you create a setting so that users can amend the leaderboard view (on the sales rep dashboard) to exclude sales orders if they wish. the recent change is not a good fit as we use this function to capture our 'wins' for quoting purposes ...
Guest almost 3 years ago in Admin Portal 0

Add option to change profile / workspace

We have 2 profiles and there is no option to switch between profiles
Guest over 2 years ago in Admin Portal 1

Add an automatic task when generating an opportunity

As an opportunity gets added, most require a follow up task. This could be calibrated with settings and automatically generated.
Guest 10 months ago in Admin Portal 0

Make List of Custom Fields Editable

Make it possible to edit the list of custom fields created. For example I created a custom number field that should have been a text field. I can't edit it so I had to create a new one and now have two custom fields with the same name.
Guest over 1 year ago in Admin Portal 0

Low margin waring on orders needs brighter colours!

The low margin warning that I have set to come up on the order entry screen is a lovely pale pastel shade. Currently it's not very visible and I would like to be able to either have it in bright red or have the ability to change its colour to some...
Guest 11 months ago in Admin Portal 0

Customise Overview Dashboard

We would like to be able to customise the overview dashboard - Have permissions for some users to view all segments, hide other segments for some users.
Guest about 1 year ago in Admin Portal 0

Be able to cancel multiple quotes at once via bulk update

This would help when going through previous quotes and for someone who creates a lot of quotes on a daily basis, this would help with old quotes I know are not going to get confirmed. I would be able to select multiple quotations at once and cance...
Guest about 1 year ago in Admin Portal 0

Recurring Tasks

A Recurring Task would be very helpful, for example some customers want a call at a certain time each week to palce an order...
Guest about 1 year ago in Admin Portal 0 Investigating