Aaron Rebbeck

My feedback

  1. 356 votes
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    60 comments  ·  Customer Wishlist » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    We don’t have any update to share just yet, but we’ve not forgotten about this. Thank you to everyone for taking the time to chime in here.

    Hearing the kinds of ways that you’d like to customize the dashboard is really helpful. Please keep letting us know in the comments. We always review the comments when looking to start work on an idea.

    We recently added last month’s order value to the dashboard so you can see how you’re doing compared to last month.

    It’s also worth remembering that you can turn off the sales pipeline, along with other order values, by setting “Can see order values” to NO against a particular role. Check out: Restrict access to parts of the system using roles

    Aaron Rebbeck supported this idea  · 
  2. 370 votes
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    22 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’ll keep an eye on the number of votes on this one.

    One thing that might help in the meantime is customizing your document layouts to include a date stamp. You can use this as a point of reference when dealing with different revisions.

    To add a date stamp, the Liquid you’ll need is {% 'now' %}. Use date filters to change how the date is formatted.

    We provide a free service to make changes to documents, so if you need help with this then just let us know at help@current-rms.com.

    Aaron Rebbeck supported this idea  · 
  3. 497 votes
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    38 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We’re investigating this for future development, thanks for the votes and comments!

    It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

    Let us know in the comments – your feedback is really useful.

    Aaron Rebbeck commented  · 

    Currently on a item you can

    -Add
    -Edit
    -Delete
    -Show picker

    If you could select replace and it displayed the picker to choose what to replace with. On selevting it would remove the item previously there and replae the item or items in the same location on in the oppertunity

    Aaron Rebbeck commented  · 

    Currently on a item you can

    -Add
    -Edit
    -Delete
    -Show picker

    If you could select replace and it displayed the picker to choose what to replace with. On selecting it would remove the item previously there and replace the item or items in the same location on in the oppertunity

    Aaron Rebbeck supported this idea  · 

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