In Progress
CRM
The CRM within bboss is to undergo some long overdue improvements. We plan to bring together customer tracking, project tracking and quote chasing into one unified process, which will prioritise different information depending on the task at hand. So if you're chasing quotes, you'd access the customer via the CRM and be given a list of all quotes due to be chased (and upcoming) which can be actioned in one go, rather than working on a quote-by-quote basis. Alongside this, you'd have details of any projects related to the customer and other notes/tasks that have been added to customer tracking. Likewise, with project tracking, the view would prioritise project information but also show any active quotes/notes etc. This approach will mean that the task of tracking your customers and their activity will be given much more context and can be done much more efficiently. Other changes Meetings support, possibly with a calendar integration Lead separation - data imported from Barbour will not automatically land in your customer pool Updates to bonus and commission Email cycles Customer goals/pipeline Automatic Quote Chasing Monthly Statements Separate origins for contacts within a company
Paul Sizer About 2 years ago
Customer
🛠️ Planned Improvements
In Progress
CRM
The CRM within bboss is to undergo some long overdue improvements. We plan to bring together customer tracking, project tracking and quote chasing into one unified process, which will prioritise different information depending on the task at hand. So if you're chasing quotes, you'd access the customer via the CRM and be given a list of all quotes due to be chased (and upcoming) which can be actioned in one go, rather than working on a quote-by-quote basis. Alongside this, you'd have details of any projects related to the customer and other notes/tasks that have been added to customer tracking. Likewise, with project tracking, the view would prioritise project information but also show any active quotes/notes etc. This approach will mean that the task of tracking your customers and their activity will be given much more context and can be done much more efficiently. Other changes Meetings support, possibly with a calendar integration Lead separation - data imported from Barbour will not automatically land in your customer pool Updates to bonus and commission Email cycles Customer goals/pipeline Automatic Quote Chasing Monthly Statements Separate origins for contacts within a company
Paul Sizer About 2 years ago
Customer
🛠️ Planned Improvements
TODO
Quote Merging
If a customer has placed one order for multiple quotes it is not currently possible to mark all of the associated quotes as won. Need to have a way of winning off multiple quotes into one Sales Order so that the Win Rate can be preserved and can minimise the need for data reentry.
Tracy Stewart Almost 2 years ago
💡 Feature Request
TODO
Quote Merging
If a customer has placed one order for multiple quotes it is not currently possible to mark all of the associated quotes as won. Need to have a way of winning off multiple quotes into one Sales Order so that the Win Rate can be preserved and can minimise the need for data reentry.
Tracy Stewart Almost 2 years ago
💡 Feature Request
Add/Change Commission
Would it be possible to add/edit commission for individual orders, regardless of the discount structure attached to the customer.
Louise McLaughlin Over 1 year ago
💡 Feature Request
Add/Change Commission
Would it be possible to add/edit commission for individual orders, regardless of the discount structure attached to the customer.
Louise McLaughlin Over 1 year ago
💡 Feature Request
TODO
View/Edit Sales Order Search Bar
Could you make it possible when you are searching for an order ,to have By Product/By delivery all on one page to be able to search both at the same time. As this feature would be very handy.
Louise McLaughlin Over 1 year ago
💡 Feature Request
TODO
View/Edit Sales Order Search Bar
Could you make it possible when you are searching for an order ,to have By Product/By delivery all on one page to be able to search both at the same time. As this feature would be very handy.
Louise McLaughlin Over 1 year ago
💡 Feature Request
TODO
Deleting Contacts
When you go into a company through quotes, when you go to edit a contact, there is nowhere to delete contact?
Tracy Stewart Over 1 year ago
💡 Feature Request
TODO
Deleting Contacts
When you go into a company through quotes, when you go to edit a contact, there is nowhere to delete contact?
Tracy Stewart Over 1 year ago
💡 Feature Request
TODO
Detailed Search within Customer Tracking Activity Report
On the Customer Tracking Activity report, is there any chance we could add a column to search by contact (i.e. account customer) please?
Emma Sands 12 months ago
💡 Feature Request
TODO
Detailed Search within Customer Tracking Activity Report
On the Customer Tracking Activity report, is there any chance we could add a column to search by contact (i.e. account customer) please?
Emma Sands 12 months ago
💡 Feature Request
Email Templates
When building email templates, can we have the feature to add the email subject line also?
Darren Bellman About 1 year ago
💡 Feature Request
Email Templates
When building email templates, can we have the feature to add the email subject line also?
Darren Bellman About 1 year ago
💡 Feature Request
TODO
Internal Reference
Anyway we can have the internal reference if we get a quote from Rapid, on the quote page up the right maybe, so that we don’t have to go out of it to find the reference? And it be hidden when we send over to the customer?
Tracy Stewart Over 1 year ago
💡 Feature Request
TODO
Internal Reference
Anyway we can have the internal reference if we get a quote from Rapid, on the quote page up the right maybe, so that we don’t have to go out of it to find the reference? And it be hidden when we send over to the customer?
Tracy Stewart Over 1 year ago
💡 Feature Request
TODO
Timing checkbox
Is there any way that we could add a tooltip on hover when we look at the timing checkboxes in BBOSS so we know who set the timer and we can work out which ones belong to us?
Rob Carter About 1 month ago
💡 Feature Request
TODO
Timing checkbox
Is there any way that we could add a tooltip on hover when we look at the timing checkboxes in BBOSS so we know who set the timer and we can work out which ones belong to us?
Rob Carter About 1 month ago
💡 Feature Request
TODO
Detailed Search within Lapsed Customers
Can there please be a way to sort lapsed customers by ‘customer’ (i.e. account customers) and also by last Order or quote date?
Emma Sands 12 months ago
CRM
💡 Feature Request
TODO
Detailed Search within Lapsed Customers
Can there please be a way to sort lapsed customers by ‘customer’ (i.e. account customers) and also by last Order or quote date?
Emma Sands 12 months ago
CRM
💡 Feature Request
Quote chasing matching sales orders
Would like a feature for when sales place an order for stock panels, it shows the customers outstanding quotes that they have to check if someone has raised it as a quote first to reduce the impact on win rates.
Katie Nellany About 1 year ago
💡 Feature Request
Quote chasing matching sales orders
Would like a feature for when sales place an order for stock panels, it shows the customers outstanding quotes that they have to check if someone has raised it as a quote first to reduce the impact on win rates.
Katie Nellany About 1 year ago
💡 Feature Request
TODO
Quote Notes
Is there a way on the system to search by Notes in a quote. For example if I wanted to search a competitors name, I can type it in the search bar for the notes in Quotes and go through all the quotations with a note on saying that specific subject?
Katie Nellany Over 1 year ago
💡 Feature Request
TODO
Quote Notes
Is there a way on the system to search by Notes in a quote. For example if I wanted to search a competitors name, I can type it in the search bar for the notes in Quotes and go through all the quotations with a note on saying that specific subject?
Katie Nellany Over 1 year ago
💡 Feature Request
TODO
Stock Control Barcodes
Solution to utilise barcodes to aid in managing stock levels. Barcodes for stock locations which can be scanned to shortcut the process of updating stock levels.
Robert Lawrance Almost 2 years ago
💡 Feature Request
TODO
Stock Control Barcodes
Solution to utilise barcodes to aid in managing stock levels. Barcodes for stock locations which can be scanned to shortcut the process of updating stock levels.
Robert Lawrance Almost 2 years ago
💡 Feature Request
TODO
Reporting Dashboards
We will introduce a system that allows you to build dashboards, which can be configured with a range of metrics and filters. This will enable you to collate relevant information into one place rather than having to surf around various different reports to gather what is required.
Paul Sizer About 2 years ago
🛠️ Planned Improvements
TODO
Reporting Dashboards
We will introduce a system that allows you to build dashboards, which can be configured with a range of metrics and filters. This will enable you to collate relevant information into one place rather than having to surf around various different reports to gather what is required.
Paul Sizer About 2 years ago
🛠️ Planned Improvements
Send delivery schedule with purchase order
is there a way to get the delivery schedule for a split delivery to automatically attach to a PO we send to rapid? we've been told that rapid need the delivery schedules sending to them if we have a split delivery, but its adding a step where we're most likely going to forget to download the attachment and forward it over
Hannah Michelson 9 days ago
💡 Feature Request
Send delivery schedule with purchase order
is there a way to get the delivery schedule for a split delivery to automatically attach to a PO we send to rapid? we've been told that rapid need the delivery schedules sending to them if we have a split delivery, but its adding a step where we're most likely going to forget to download the attachment and forward it over
Hannah Michelson 9 days ago
💡 Feature Request
TODO
Price Increase / Future Price
Would be good to have boxes for Future Cost Price / Future Sell Price / Effective Date that the system would allow users to populate ahead of the Effective Date. When a product is used on or after the Effective Date, the system updates the appropriate bases prices and clears out the future fields.
Neil Marlowe 12 days ago
💡 Feature Request
TODO
Price Increase / Future Price
Would be good to have boxes for Future Cost Price / Future Sell Price / Effective Date that the system would allow users to populate ahead of the Effective Date. When a product is used on or after the Effective Date, the system updates the appropriate bases prices and clears out the future fields.
Neil Marlowe 12 days ago
💡 Feature Request