Samples (SRFs) Improvements
H
Heidi Ciaramella
It would be nice if the SRFs showed up under the client - that a sample was ordered for them. Since we work in a team environment with Sales Assistants it would be nice to be able to see a sample was sent to a client. Right now- we have to search all samples under a Sales Rep and click into each one to see who it shipped to.
J
Javier Melendez
Dropping a note for the design team: When this is worked on, please include the ability to mark as either a BLANK/Random sample OR a it's Spec Sample. Additionally if its marked as a spec sample-, allow the option to choose whether to convert from prospect to client on the account.
There are times when we need to submit a spec sample or graphics request to create a pre-sale spec sample for qualified prospects. However, this conversion turns the prospect into a client even when no sale has occurred, leading to inaccurate reporting in other areas. CC Jessica Lavoy
Jessica Lavoy
Merged in a post:
Allow Sample Orders (SRF's) to have attachments AND job trackers, and have it show up in Job Follow-Up's
Amy Zavrel
Julianne Weiner
Everything about SRFs is horrible and awful and needs major overhaul
Jessica Lavoy
Merged in a post:
SRFs: add job tracking along with attachments and move to V2
T
Taylor Hoover
Also allowing the samples to order in and invoiced under certain clients.
J
Javier Melendez
FYI There are 2 Top requests in the filter view that specifically mention SRF process updates. Hopefully this is looked at for summer batch release.
Jessica Lavoy
Merged in a post:
SRF for Spec Sample
J
Jed Spencer
Please add the ability to attach files on the SRF so that it can be used for spec samples.
Jessica Lavoy
Merged in a post:
Ability to upload vendor invoices to srf page
G
Glory Castello
P
Paul Zafarana, MAS/MASI Hall of Fame
Process is painful now. We have part of our process to attach a pdf copy under the client in V2 so we have a record, versus bouncing back and forth between the 2 and labeling it as an attachment with the Sample Order #
Jessica Lavoy
Merged in a post:
Abilty to attach statements to SRF's
D
Denise Candland
Jessica Lavoy
Merged in a post:
SRF (Samples)
J
Jennie Guthrie-Lopez
Would be nice to be able to attach invoices to SRFS as well as duplicate them so when the vendor split ships we don't have to re-enter the information. Example SRF-3897-2
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