Activities, tasks management
To have more efficient and faster overview related to tasks and activities it would be useful to use more colored labels or icons. For example if task is about to due then there is clocl label going from green to red (in list views also, as well option to show next activity/task in opportunity...
Critical: VAT setup
Quotes today are not usable due they dont comply with EU regulation.
Qute must have tax calclculation option out of the box (VAT rates and rules) this is not difficult to achieve but must be present. If quote is not having VAT then by law its not possible to add it later after quote is a...
Creating leads related to existing customers/accounts
Its neccessary to remove ineficcient data entry. If you are in business for decades then its likely that most leads created are for already existing customers/accounts (existing customer doesnt mean its opportunity). When starting with lead there should be first iption to choose from existing ...
Purchase Order Archives to show Order amounts
Often needed to lookup archived purchase orders (as well sales) and search something specific. It would make work lot faster and efficient if there is option to show also order amount field instrad of clic-open every single order. In BC every click comes with time loss (takes 3 seconds to get ...
Improve attachment links
Hitting micro-size attachment "number" link (See attachment) is difficult.. Does it make more sense if there is list of filenames for better overview and also can reduce number of clics needed to open file as well to make it easier to physically click on i...
Moving quote/order/invoice lines positions
Hi,
Often findng ourselves in situaton where need to change line item order e.g. when selling item with many accessories then you want to have base item to be first. Sometimes its entered in wrong order and then it looks bit messy. Also so...
Related items (accessories, upsell)
If selling thousands of items then its not realistic that everyone will remember what options or accessories must or can be selected for every item sold (especially when new sales persons starting). Feature to have linked items and define items options, accessories would save hours per week or...
Integrate opportuntity management wiht Planner app
BC Opportunity management is not a tool what can be used to save time, money or other resources for sales staff or company in general. Managing conntacts, communication etc. is just not efficient and instead saving time it does the opposite.
I have idea to integrate opportunit...
Margin % and amount on quotes, orders and invoices.
When speaking of sales then first things first.
To make quotes its critical to understand total quote margin % and amount, as well for orders and invoices. Out of the box, how sales person should know if he/she is making profit or selling with too low margin? Base data is existing in the...
Shipment Tracking links to documents and emails
Hi,
Simple function but makes life easier for customers.
Besides having "track shipment" functionality it would make allot sense to have ability to add tracking "link" to pdf documents or emails. Ability click and track package when shipped is basic expectation.