Chash Giovenco
- Total activity 23
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Posts
Recent activity by Chash Giovenco-
2 Salespeople - Display both color on Calendar
When you have 2 people on one lead inquiry...it currently only shows Salesperson 1 color. There needs to be a way to easily identify via the color coding which 2 salespeople are scheduled for the ...
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Reporting-Payments Report
Payment Received report that shows "jobs with received payments for a specific date range (not all jobs) sorted by additional fields: e.g.City & State." The payments report will display the stand...
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Add Job # to Commission Paid Report
It would be highly beneficial to be able to see the Job # along with the Job Name in this report.
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Production Tab/Job View Add Product Details to Options in Building "View"
When you are selecting fields while creating a "View" within the Job View - you should be able to select Product Details. It is on the same page as all of the "Product" options. It gives the clie...
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Texting Box Enlargement
When entering a manual text message in the chat screen the space to write a text is too small. If there is a way to enlarge the typing area, it would make it much easier to use.
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Corporate Dashboard
When you have a parent and child accounts... On the dashboard reporting...You should be able to toggle on and off to include the child accounts so the overall dashboard numbers roll up the to corpo...
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Issue Sales Appointment across Parent/Child Accounts
Currently, when a sales manager is attempting to issue sales appointments to the sales rep and one or more reps is close enough to work in more than one division (Parent or child account) the SM cu...
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Calendar Views
Have the ability to see more information when viewing a production calendar in Month or Split-month view. Have the ability to expand all or collapse all view within the calendar view. When you are...
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Production Tab Filtering
Add "Project Manager" as a filtering field in the Production Tab
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Contract Status = Canceled/Finance Rejected - Won't allow job completion date to be entered
Create a rule in the coding that if you disposition Contract Status as "Canceled" or "Finance Rejected" it won't allow you to enter a Job Completion Date. The field can just be greyed out? OR Is th...