Josh
My feedback
108 results found
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An error occurred while saving the comment As an admin, I end up having to run anywhere between 3-5 reports to get the data I need to complete my weekly reviews. Not everyone in the office needs to run the type of reports that I do, but I would like to not have to waste a significant part of my day running multiple reports that I then have to combine in Excel just to complete a task. Custom forms should be a very simple implementation. We need the ability to create a REAL custom report that can pull any data field within the job. For instance, we set up several custom fields with data used in relation to insurance claims. I want a report where I can pull, job #, project name, primary contact, status of the job, status of the prod dept (custom field), invoice total, invoice balance, Assigned PM (custom field), last update, Work Order #, Material Order #, assigned subcontractor, supplier used, etc. This is the information I NEED as an admin when reviewing accounts.
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An error occurred while saving the comment This is a ***GIANT*** security issue!! If we need to fire someone or someone quits, there is no way to force them out of the system. They will still have access to the information on their screen. We have a few reps that share a login during training until we are sure they'll going to stay on. If one of those reps quits, there's no way to force them out of the system and change the training password. They will still have access to the system. This is a major security issue. So much so, it honestly makes us consider having to change CRMs. I cannot fathom a system with sensitive information, not having a way to force a user out of the system.
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33 votes
As a work around to this for our reps, I created custom Task Types and used the Project Mgr's name in the title of the task. Then I add the details in the description or refer them back to account notes, but this only works within the system. Being able to "label" the notification that is sent as a Task, Follow-Up, Urgency of said task, etc. would be great!