Genero Sales Officer
Suggestions for how to improve Genero Sales? Share them or vote for the ideas you like the
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16 results found
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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 -
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 -
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 -
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 -
1 vote
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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 -
Boka besöksmatta på enskilda kunder
Kunna lägga besöksmatta på en kund med notering/uppgift under flera veckor i rad.
1 vote -
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 -
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 displayed2 votes -
"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 -
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 -
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 -
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 -
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 -
Map functions without GPS coordinates
Use map functions in Officer without GPS-coordinates on each customer
5 votes -
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 nameWhen 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
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