In addition to the balance and total balance, I would like to see the historical total of sales for the customer jobs list. I want to know how much a customer has been billed out for without having to open up the history. This would also be an excellent add-on for Sales Opportunities fields. A […]
Financial history total in CustomerJob and Sales Opportunity list fields Read More »
REALLY REALLY be nice to have more options on the pay vendor screen, like etransfer or EFT AND also beable to “unprint” in that screen
Allowing mobile users to see the stage of their sales calls. When they are updating their stages they cannot see the stage for the customer unless they go into the customer. It’s not very productive if the sales person cannot see their own stage at a glance. At least allow the sales folks to choose
Sales Opportunity Improvement Read More »
Creating a Sales Opportunity and tagging the Work Address however when sending an email from the Sales Opportunity Menu it populates the Bill To Address. This email to the sales person needs to reflect the Work Address when tagged.
Emailing A Sales Opportunity To Sales Person – Show Work Address Read More »
Would like to be able to “pin” Job’s, WO’s, List that we commonly use to the information Center. Similar to File Explorer
Can we create an option to apply overhead burden to invoices and jobs based off a fixed dollar amount per labor hour charged to that job/work order i.e. charge $40 of overhead per labor hour expended (or even charged)? Right now the only options are as a percentage of final amount or a fixed amount.
Applied Job Burden Read More »
Would like to request the ability to batch update the retail price for only certain categories of inventory items (rather than everything) – for instance, we have experienced a massive increase in the raw material prices of plastic based products and would only like to update the retail prices for these types of products (for
Retail Price Updates Read More »
Currently reminders go out 12PM the day before. I already have a request and understand there may be a change adding the ability to change the time it is sent. This is a different request to add “Time Slot Promised” to the Placeholder list. Currently, it only takes the time that it is on the
Reminder Email – Time Slot Scheduled Read More »
There are four different text message options available to auto-send to customers; we really only have the use for one. Please make it possible to inactive/activate any necessary automated text messages – similar to the automated emails.
Automated Text – Ability to Inactivate/Activate Text Options Read More »
