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Product Suggestions
Status Shipped
Created by Guest
Created on Sep 26, 2018

Favourite Products

I was on the phone to the customer and the names of their products were not user friendly, for example  02PVS1.16FHRMQ+1SPA2D10N. This made searching for products in the CRM difficult because its hard to remember the specific name of a product like that, furthermore the CRM took a long time to search all of the products when we put in part of the product name. If there was a list where users could add their most commonly used products it would save users time trying to search. It could be implemented so that when you add a product to a quote it displays your favourites first. Perhaps there could also be a report on the dashboard which displays a companies favourite products.  

  • ADMIN RESPONSE
    Nov 6, 2019

    The CRM will now automatically suggest products based on recent history.

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