TODO

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Main Roadmap

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<ul><li>Meetings support, possibly with a calendar integration</li><li>Lead separation - data imported from Barbour will not automatically land in your customer pool</li><li>Updates to bonus and commission</li><li>Email cycles</li><li>Customer goals/pipeline</li><li>Automatic Quote Chasing</li><li>Monthly Statements</li><li>Separate origins for contacts within a company</li></ul>

Customer

Projects

Quote Chasing

Paul Sizer

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.

Quote Merging

Tracy Stewart

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.

View/Edit Sales Order Search Bar

Louise McLaughlin

When you go into a company through quotes, when you go to edit a contact, there is nowhere to delete contact?

Deleting Contacts

On the Customer Tracking Activity report, is there any chance we could add a column to search by contact (i.e. account customer) please?

Detailed Search within Customer Tracking Activity Report

Emma Sands

Can we possibly have the stock list automatically sent to selected customers daily?

Stock List

Courtney Moreton

Can we have the ability to amend a supplier code

Supplier Code

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?

Internal Reference

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?

Timing checkbox

Rob Carter

Quote chasing thresholds for individual customer accounts

thresholds QC

Katie Nellany

Can there please be a way to sort lapsed customers by ‘customer’ (i.e. account customers) and also by last Order or quote date?