Ideas

Ability to notify the accounts team of a raised claim, so that this can be raised without delay (if required).

Within the call forward, include a search functionality, so that certain activities can be narrowed down via a search term.

When searching for a specific file (e.g., purchase order), search options allow files to be easily accessed.

Provide the ability for supplier/contractor details to be seen/available in a central location, so that supervisors can navigate to certain entity role lists, and view contact information (beyond known supplier allocation, where this is shown/avai...

As this is where the client is sitting through sales, would be great to be able to generate and send letters and information to clients at the initial stage.

Would be handy to select a folder, and allocate a validity based on house type or a house range.

To be able to hold shift (or something) and select multiple items to delete from the VPB will increase production, rather than having to remove single items. It becomes tedious when you have many items to be removed in one folder.

Allow for easier selection of entity call up emails (notifications AND supplier connect). This should also show on the standard supplier dialogs, for normal emailing too.

We run external and internal colour appointments 6 weeks apart. Our clients sign off externals and we submit to council and then once externals is finalised we proceed with an internal colour appointment. But in framework- if we bring in an intern...