Ideas

We want to able to BOLD specific document items in Sales Estimation

It takes a very long time to find a permission, a search feature would be very useful.

Ability to copy existing quotes in SAM and have the pricing update to a different VPB version.

We want to spell check all items in a Sales Estimation document at once, and not one item at a time.

Allow the supervisor to select from standard notes, to add their weekly progress comment. This can be a standard comment (relating to progress), or a template that is setup so the supervisor comments are standardised.

To be more connected to the owner - ie when they call to say' Hi bob how can I help you' instead of 'Hello welcome to coral homes you are speaking with X' can there be a search function to search our entire data base for the phone number and it wi...

To check duplicate leads

having the ability to delete folders with, for example, 30 items within it rather than having to delete the 30 items individually to then be able to delete the parent folder would save a lot of time. For example, a folder for a certain display hom...

For SQL Authentication we need to have the password encrypted in the framework.ini configuration file. SQL Authentication is required to remove the potential for staff to directly access the database using Microsoft SQL Get Data - SQL Data base co...

Seeing these 2 items would be really helpful and has been requested by many team members. The below headings are never used when searching a job so would be awesome if we could remove them and add our own columns. Team Status Major Stage Minor Stage