All ideas

A consolidated calendar containing information from modules including, but not limited to:- Accounts (Next Contact Due Date)- Sales Calls - Prospects (Next Contact Date)- Quotes (Expiration Date)- Deals (Expected Delivery Date)

A member of our team has expressed interest in being able to update quotes in bulk. More specifically, he's interested in updating the Handle quote expiry date of several quotes at once.

We would like to propose adding a new account type, so we would have 'user' and 'department'. The department accounts could have multiple users. it would work somewhat like branches of a tree. So Users A, B and C could be part of Department X. Whe...

We would like to propose a new addition to Handles “Add New + - Account Equipment” Ideally, we would like to see a drop down menu under both ‘category’ and ‘subcategory’ that will allow users to select equipment types from a pre-defined list of ...

There are several additions I think would be useful from an IT Security/password perspective: The ability to create a one-time use password that forces users to create their own password once they've logged in. The ability to set a password expiry...

Having the option to select the current fiscal month rather than the current calendar month would be a big benefit. When looking at MTD sales for example, this would provide a more accurate result to match up with our sales targets. This would ben...

We recently created a target campaign which involved over 4000 accounts. Some branches had upwards of 200 calls, which made it difficult for us to create mass sales calls and also increased duplicates. I've spoken with Kasey Kehoe-Cox who advised ...

It would save time if there was an option to auto-scroll to the next necessary field to bypass pre-populated fields to increase efficiency.

It is hard for a new user to get familiar with finding the +Add new button on the other side of the screen when trying to create a Status Request.