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Admin Portal

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Option to restrict warehouse visibility per user

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...
Guest about 1 month ago in Admin Portal 0

Goals to appear on Account manager dashboard

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

Create more coloured tags

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.
Guest 10 months ago in Admin Portal 0

Auto tag incoming inquiries from forms

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.
Guest 8 months ago in Admin Portal 0

Custom Enquiry Status

Ability to edit the enquiry status' similar to with opportunities and problems.
Guest 8 months ago in Admin Portal 0

Notify more than one user about inquiry form

Notify multiple users when inquiry form for website is filled out, so the task is not on one person to assign the inquiry to.
Guest 10 months ago in Admin Portal 2

Additional Editable Columns in Report

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...
Guest 9 months ago in Admin Portal 0

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?
Guest about 1 year ago in Admin Portal 0

Growth Engine

Good morning, I like the concept of the growth engine, however i believe that updating this once a month to get trends and information especially in the early stage of use is to long. Can you look to possibly update this weekly, starting with the ...
Guest 3 months ago in Admin Portal 0

Easy access to company group

It would be amazing to have easy access to company group, for example as a drop down under people & places, where we have companies, to have a concise list of all company groups/parent companies only. Also to be able to search for the parent c...
Guest over 2 years ago in Admin Portal 0