3 results found

1. Put email field in the new lead screen.
   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Account Profile  ·  Delete…  ·  Admin →
   completed  ·  AdminJoe Eckert (Director, Product, MoversSuite) responded

   This change has been completed and will be included in our next release (4.1)

2. add additional Salesperson field to the Account Profile. We split some accounts and it would be nice to have two fields for salesperson.

   “Add additional Salesperson to Account Profile”. We have a few accounts that we split between sales people. It would be nice for the Account Profile to hold both Salespeople’s names.

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Account Profile  ·  Delete…  ·  Admin →
   completed  ·  AdminJoe Eckert (Director, Product, MoversSuite) responded

   The ability to define Sales Teams via the Account Profile has bee added in version 2017 r12

3. Account Profile - Capture moving to/from addresses in the account profile.

   Sometimes we have customers who are always moving things from or to the same place. Setting the addresses in the account profiles would help in setting up these orders.

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Account Profile  ·  Delete…  ·  Admin →
   completed  ·  AdminJoe Eckert (Director, Product, MoversSuite) responded

   Look for our new functionality in release 2016 r19 that lets you define preset addresses on the Account Profile and use them to auto fill addresses on an order.