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Genero Sales Officer

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16 results found

  1. Önskar kunna markera/välja ut flera kunder i kartvyn för att sedan koppla de markerade/valda kunderna till en säljare.

    Önskar kunna markera/välja ut flera kunder i kartvyn för att sedan koppla de markerade/valda kunderna till en säljare.

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  2. mailing adress

    Have a field for the Emailing adress under mailing adresses for every customer.
    So we can collect the customers email adress for refund orders.

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  3. Färgval för prioriteter

    Vi önskar att kunna välja färger utifrån olika butiksprioriteter. Så att exempelvis C-kunder också får en tydlig färg i både Officer & Striker.

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  4. Filtrera på prioriteter direkt i kalendern

    Det vore toppen om man kunde filtrera per dag på prioritet för butiker direkt i kalendern, både i Officer men också Striker. Även att man överskådande kan se vilken prioritet som kunden har innan man går in på besöket.

    1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  5. 1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  6. Customer - map

    When you search for customers and chose map, I would like to see the name of the district when I place the mouse over the map, instead of the list to the right.

    1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  7. Boka besöksmatta på enskilda kunder

    Kunna lägga besöksmatta på en kund med notering/uppgift under flera veckor i rad.

    1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  8. Kundsökning på postnummerintervall

    Det skulle vara bra om det i Genero Sales Officer gick att söka kunder på ett postnummer eller ännu hellre ett postnummerintervall för att bara få träff på kunder i ett specifikt geografiskt område

    3 votes
    under review  ·  1 comment  ·  Customer  ·  Admin →
    How important is this to you?
  9. Fields for IBAN and Swift on the customer needed.

    Fields for IBAN and Swift on the customer needed.
    The fields Bankgrio and Postgiro is not used in Finland but fields for IBAN and Swift would on the other hand be much more useful.
    This also goes for Striker where these fields needs to be displayed

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  10. "Senast ändrad" på kundkort

    Kunna se uppgiften "Senast ändrad" på kundkortet. Man ser den informationen om man exporterar till excel, men skulle önska att man såg det direkt på kundkortet precis som man där hittar datan "kunddata importerad".

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  11. Export in Officer

    In customer list, as well as other places (like products) only selected (checked) customers/products should be exported when exporing customers. Today all the customers in the list is exported even if only a few are selected by the check boxes.

    1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  12. Lock optional fields for change

    The sales reps edit customer card in Officer and some fields want to be locked so they can't be changed ie the same function that is in Striker

    1 vote
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  13. When you show customer in a map, we want to be able to multiselect more then one salesforce.

    When you want to see all the customer from a salesforcer in a map, we want to be able to multiselect more then one salesforce. So you can choose two salesforces and see them both.

    2 votes
    0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  14. Add "not planned and not visited" to the filter in Customer database

    Add "Not Planned and Not visited" as filter in the customer database so that You can find the customers the sales rep not have planned/viisited

    6 votes
    planned  ·  0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  15. Map functions without GPS coordinates

    Use map functions in Officer without GPS-coordinates on each customer

    5 votes
    under review  ·  0 comments  ·  Customer  ·  Admin →
    How important is this to you?
  16. Search possibilities in customer groups

    Would like to have search possibilities in customer groups.
    This includes
    - to search for a customer belonging to a customer group
    - to search for a customer group by name

    When you have a hierarchy with groups belonging to a main group it is visually difficult to find a specific customergroup without clicking the “plus“sign.

    1 vote
    under review  ·  0 comments  ·  Customer  ·  Admin →
    How important is this to you?
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