Feature Requests

Similar to the way you can "pin" conversations in iMessage, the ability to pin a specific quote to the top of a customers profile to be accessed quickly and efficiently.

Ability to pin important tracker logs/alerts to the top of the job trackers.

Being able to add tags to jobs like you would clients. Would help with reporting.

A CSR calendar that houses F/Us like the rep calendar in V2

For proposals, having the ability to create template run charges to use in proposals without having to fill in the run charge each time would have a lot of effort.

I requested this years ago but wanted to mention it again. CSRs are constantly typing the same info. in job trackers. As a workaround I created some keyboard shortcuts with pre-defined text so I can save time and speed up the process. But it would be nice if we had a drop down of options to select so all CSRs would be uniform in the language used with the job tracker. For Example: Standard CSR Job Tracker Notes: -Confirm PO received. -Need Order Confirmation. -Need proof. -Proof sent to client. Need proof approval. -Proof approved. Need ship date. -Ship Date: -Need tracking. -Need shipping/freight amount. -Pre-payment request sent to Accounting...confirm payment was sent out.

Ability to create custom options for CSR job tracking issues

Unfortunately we don't have a report that shows both open POs and lets you filter by country. We have the V1 Purchases Report that lets you filter by Country but not by Open status (only Posted @Ease and Posted Manually). We have the V2 Purchases Report that lets you filter by Open status but not by country unfortunately. Partner requested this because: In Syncore, how can I pull a report of all open PO's for which the Vendor is a US vendor? With Trudeau's retaliatory tariffs in place, we'll have an extra 25% cost for goods imported from the US. I believe this may only apply to American made goods from vendors such as Digispec for mouse pads.