Customer Wishlist

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  1. Bulk Edit Feature

    It would be great to be able to bulk edit opportunities and resources by using checkboxes. Some potential uses would be
    -Merging contacts by editing the organization assigned to an opportunity
    -Re-assigning resource categories without exporting/importing
    -Adding participants or contacts to pre-existing opportunities (for instance, a new project manager is to take over multiple events)
    -"Mark as Invoiced" - as Quickbooks does not live update the status/balance of opportunities, everything currently has to be double entered
    -Mark multiple opportunities as "dead" during accounts meetings

    I am sure there are plenty of more uses, but it would be a great feature…

    16 votes
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    • Assign a cost to bookable resources.

      Bookable resources can be allocated to a booked service. In many cases these resources cost the company money, whether it be labor or fuel.

      I would like for the bookable resources to have a cost associated with them so that way when I allocate them it can count against the job as an opportunity cost. Say I have 2 techs, tech A costs me $20/hr and tech B costs me $30/hr. If I was to allocate tech A in the services view, I would like his $20/hr to be deducted as a cost to the opportunity or project.

      When it…

      51 votes
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      • Put the customer's telephone number on the front page of each opportunity

        Every day we have to click through to customer's records maybe dozens of times to see their phone number. It seems to me the only piece of blindingly obvious piece of information that's missing from the front page of an opportunity. I feel like it could easily be right next to the customers name under the title of the opportunity (see attached pic) and it would save us time every day:
        - In the planning of a job, we often have to call a client multiple times to arrange details.
        - A few days before the job, we plan our…

        4 votes
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        • Colour highlight for opportunities

          It would be great to be able to assign a highlight colour to an opportunity which is assigned to that opportunity on the planner as well as the opportunity tab. This would help us keep track of the types of jobs in addition to what stage they are in. See attached for an example

          3 votes
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          • Add custom deal stages for each opportunity

            It would be great to have a customizable table view off all the opportunities in the sales pipeline and the ability to customize the deal stage itself.
            In my other CRM I have a section for every part of the deal stage set up like so.

            RFP request
            Discuss Specifics
            Estimate Sent
            Limbo
            Estimate Feedback
            Haggling
            Estimate Accepted
            Contract / Invoice Sent
            Contract / Invoice Signed
            Deposit Received
            Paid in Full
            I can drag and drop each opportunity between the different stages as they progress.

            This allows for a global view of whats going on in the company and what…

            1 vote
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            • We would like a 'recalculate' type button that updates ALL product information (Accessories,components,weight, price) on existing orders

              We would like a "recalculate all" style button that essentially recalculates/re embeds all the latest product information (with all the updated component/accessories/weights/prices) at that point in time for an existing quote/order.

              Background: We are currently adding on all components and accessories onto existing products already on the system.

              However if a quote/order has been created prior to the component/accessory being added on, then it does not include them/allow them to be scanned onto the system when preparing/booking out without physically being reentered onto the quote/order....

              We think it would also be useful when cloning a previous opportunity (say a repeat…

              3 votes
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              • Extended functionality to surcharges for commissions.

                I have no use for the surcharges functionality, however it almost benefits me as a commission function.

                I would like to setup that we pay XX% to XX client in commissions, or there should be XX% commission added to this job by selecting that rate. this means I am then able to apply discounts in the usual way and show this to the client rather than using that function for the commissions and hiding it with the commissions just happening in the background.

                The surcharges thing is so close to having this ability!

                4 votes
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                • Revert status of completed opportunity items

                  Revert status from completed or ability to send items to quarantine with out having to finalise check in. As sometimes need to change the number of items before invoicing and cant do this if the status is completed. If you could revert any status that would be great

                  4 votes
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                  • Auto Lock Opportunities

                    ADD, auto lock to Opportunities so that when someone other than the owner adds something it gets added but, its added to to bottom of the Opportunity and a pop up note then get sent to the owner with one of three options, like Add at Zero price, Add at Customer discount or Add at Full price, thus not messing up the customers price that had been agreed, because at the moment when something is added it messes the auto lock to Opportunities so that when someone other than the owner adds something it gets added but, its added to…

                    3 votes
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                    • Individual delivery dates of items

                      Current System: Fleet on the opportunity all gets locked to the delivery/collection days

                      Proposed to addition: Same as above but being able to assign individual fleet to different delivery/collection days if required

                      Why?: When times get very busy the fleet availability can become and issue, however when there are overlap days of fleet, internal plans can be made but there's no efficient way to change the dates of the items unless you put them on individual opportunities which completely negates the system of all of its other purposes and just becomes a inefficient fleet management software.

                      How does this idea…

                      99 votes
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                      • Allow accessories be dragged to be items

                        Allow accessories be dragged back to be a regular item.
                        Say you create an opportunity item accidentally as an accessory, with full start and end time, along with the appropriate rates.
                        Then you realise, and have to repeat the process all over again by creating a new item.
                        Or - If you click the blue arrow next to an item, Make this button say "Add Accessory" instead of "Add Item"

                        1 vote
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                        • Quotation Link Expiry Date

                          It would be nice for a quote to automatically expire once it hits the preset time. The client should be given a message saying - 'Sorry, the quotation you are trying to view has expired, please click here for a re-quote"

                          3 votes
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                          • Show Group Descriptions in the Order view

                            I create Groups and Sub-Groups within my opportunities. In some instances I find in necessary to add more information under the Group description. This shows up fine when the opportunity is printed but the information isn't immediately available when browsing through the Order view.

                            Can you please make Group descriptions view-able in the Order screen in the same way that they are visible for Items

                            0 votes
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                            • Read-Only New Opportunity Templates

                              I would like to be able to create a template which is to be cloned when creating new opportunities. The template will have Item Groups already set-up ensuring all quotes issued by my team have the same format.

                              I would also like 'Costs' to be able to be cloned. I would like to add regular project costs (examples for my business include CAD plans, warehouse prep, install / dismantle labour, freight, forklift rental, sigage).

                              1 vote
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                              • Option to not add accessories of accessories (ignore children)

                                We have some products that go out as a stand alone item or as an accessory.

                                For example a projector lens may go out on its own as a dry hire or out with a projector.
                                We would like the option when adding the lens to the projector to not pull through the accessories of the lens, e.g the case as it would be fitted in the projector.
                                Some other systems call this "Ignore Children".

                                Another example which other people may relate to is if you have an amp rack and you have 3x amps as accessories, you don't want…

                                9 votes
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                                • I would like crew dates to follow charging dates for the job.

                                  Id like to see the crew dates follow the charging dates. Its a simple thing but so annoying going in and changing all the dates for the crew.

                                  Whe we copy a job we have to go in and change every member of crews dates. A bit of a pain when there are 30 crew on a job.

                                  20 votes
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                                  • Default delivery

                                    Have collection and return dates default when delivery/pickup isn't offered by our business

                                    1 vote
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                                    • Notify us if a quote hasn't been viewed by a customer

                                      It would be very handy to be notified if a quote hasn't been viewed by a customer, say in 24 hours after the quote was sent. I currently leave the quote open in a tab to check that the customer has viewed it. Sometimes the quote goes into a junk folder or the quote could be sent to an incorrect email address. If we were notified then it would save having to check that the quote had been viewed and would save us some time. Thanks - Curt - Sound Services Ltd

                                      1 vote
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                                      • 46 votes
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                                        • Auto add certain Participants to every new order.

                                          We always want the same people on our team to stay informed about opportunities. So having the option to automatically populate the same participants in every order would be handy. Thanks!

                                          2 votes
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