Genero Sales Striker
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6 results found
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Improve reps own TASK list
1) Add Customer name in summary TASK (Customer/task view). 2) Be able to sort in by "end-date". 3) Show detailed info about which customer it is when you drill down to the task. 4) Be able to choose "give reminder notification" when you create a task, and if so - give a notification if it is out of date.
2 votes -
Invoicing information in customer
is it possible to modify Genero Striker customer card so that all information related to invoicing, would be in a separate place?
For example the colums (business ID number, banking information and company name) that need to be filled in order for us the do refunds. It is now difficult for the sales reps to remember, which columns to check, since they are not attached together.
1 vote -
Categories on customer contacts
It would be good to have a category option on customer contacts. A category that you could define backoffice and where the Striker user could choose between a couple of pre defined options. As of now all contact fields are free text only.
3 votes -
Addera e-post faktura under fakturaadress på kundkortet
De flesta kunder vill ta emot faktura via epost
4 votes -
"Where have I not make an campaign/order"
The sales rep needs an easy way to find customers where a camapign (order) is sold/not sold.
10 votes -
Search customers in Striker based on product distribution.
It would very useful to be able to search customers in Striker based on what product they carry. As we work with external products, this is a critical function for ensuring regular follow-up of customers that carry a specific item. Today the drop down menu includes: priority, visited/not visited, chain and customer groups, so a simple amendment for "Customer by Product" would be of enormous help. Thanks, Dean
2 votes
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