Feature Requests

A page like the CSR follow ups page but for sales where opportunities, proposals and quotes can live in one place. We have the ability to see the notes from the opportunity as similar to the CSR sees the job log. We can assign priority from our standpoint on what needs to get done. Color code who is taking ownership of the task (AE or Sales Rep).

It would be really useful is the main page had a field for writing in a custom description for each SO and PO. When multiple POs and SOs in one job, it gets confusing on what is what. A 1 line description on the main page for each would be really helpful.

If there is a decorator listed in the SO, the PO should automatically use the decorator address as the ship to on the PO to the blank goods supplier

We desperately need an edit button for Descriptions on job attachments. Not only for when we accidently make errors when uploading attachments (and then have to delete and try again), but also for when we repeat jobs and need to rename attachments that were previously labeled by a PO.

In the Sales Analysis report, give the option to filter the report when selecting Primary AND Secondary rep, or Primary OR Secondary rep in the search criteria.