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Work order; Quickwin
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Projects (15)
Contacts (9)
Submissions (16)
Work order (3)
Order form (1)
Timesheet (2)
PUNCH (App mobile) (6)
Production schedule (11)
Invoicing (19)
PDF (5)
Preferences (17)
Reports (0)
API (2)
Bug (1)
Not planned (existing solution) (0)
Submission (10)
Evaluate/Validate relevance (2)
Discussion to have (7)
Internal (7)
Work orders (3)
Work order; Quickwin (1)
D. (1)
Preferences; D. (1)
project report
Often following requests for quotes, customers are hesitant or decide to postpone the work, would it be possible to create a place where we could transfer these requests?
0
1
Duplicate
Have the ability to find duplicates and merge them.
0
1
View employee/contact list
Put the person's title under their name visible. The title field is already there (staging) it must be made visible (prod)
0
2
Visual for creating a new customer
You must write the name and the company on the first image and then write number and email and postal address on the second image.
0
2
Sorting on submissions in a client
Allow a sorting of the quotations on a customer by date (arrow at the top bottom) and allow a filter... internal request
0
1
New building directly in the customer
Allow the addition of a building directly on the customer page. Already register the owner in the new building section for which automatically links to the customer.
0
1
New contact in an existing company
Have the possibility to create a new contact when we are on a company file.
0
1
Exportation clients
When I am in the customers section and click on the filter to export; it exports all contacts. Even if the client filter is on.
0
1
Assigned a representative to a customer
Add the internal manager field to a customer to find out who is the internal manager of this customer. In the field allow the search for an employee. Do you have to put the field in contact with the company? or just contact to be validated made there. Add to the filters the possibility of filtering by the assigned representative.
0
1
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