Feature Requests

SanMar does not offer Decoration nor do several other Apparel providers so having them default in that field is incorrect. Also, with Vendors like PCNA & HPG it is very important to select the specific division. Having this field auto populate could actually prove to be more detrimental than positive because If this field is not properly updated, it will create confusion and potential errors for an Account Manager / CSR that will be converting the quote to a Job.

I want to be able to save custom products and be able to use these easily in proposals, quotes and sales orders.

Unfortunately, the report currently displays the client contact rather than the company name. Having the ability to display the company name directly in the Profit Analysis Report would provide greater value when evaluating account profitability. This would allow users to assess profitability at the account/company level, identify opportunities to increase pricing, improve account performance, or determine when a customer may no longer be profitable. The company name should be available as a reporting option independently of Sales Rep or Client Group, while still allowing users to analyze the same data by Sales Rep or Client Group when needed. This flexibility would provide a more complete view of profitability and support better business decisions.

As per partner: Well, I guess the main benefit is that admins wouldn't have to check in multiple places to update email templates. So having them all in the same place in V2 is not only logical, but practical.

The ability to have text formatting built into emails, such as the quote email, would save time for partners because currently if they want to have bold words, bullet points, font changes etc. they have to write the message outside of Syncore, and then copy/paste it into the message.

Include the name of the quote in the email subject line as well as the number