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Feature Requests

(Questions about how to use existing features should be directed to Concierge)
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Add a column for CSR to the V2 Job Tracker Report
0
Ability to add attachments to general emails.
0
Merge Accounts
When working with businesses with multiple contacts often people bounce around within roles as well as move on from the company. It can be difficult to figure out who ordered what and even more challenging when someone leaves a company and is replaced by someone who is already in the system. It would be great to be able to merge accounts especially when trying to research order history.
8
When you're adding products to a proposal from a product search, it would be nice to be able to remove an item from the product search screen instead of having to remember to remove it when you review the proposal. Currently you cannot remove from the search screen, only add multiples of an item.
0
Add note to the "notes" tab of split shipment template (' before zipcodes that start with zero)
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Client Surveys - Report that shows who surveys were sent to each month
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Add Secondary Rep Column to Jobs in WiP report
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General Opt-In Link for Marketing Emails
We would LOVE to have a general “opt-in” link that would work for anyone and not just a specific person/email address. For example, we would be able to add an “opt-in to receive marketing emails” button to our team’s signatures, post on our website, etc.
0
Ability to run a report by shipping address
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Opportunities: Customize drop-down options in the 'Source' field
Allow users to customize the drop-down option for "Source" field while creating Opportunities. This would enable users to add more options in the drop-down to be able to track initiatives from different sources.
0
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