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Add Customer (35)
AIM (21)
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Activity Box (14)
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Tasks (67)
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User Management (68)
Video (99)
Workplan (68)
New Desking (118)
New Conversations (18)
Key Word Search
To add a section to allow salespeople to add a general key word to search for customers. For example, to add the word Van or Truck to a customer cards key word section and the system would pull up all the active deals with those words added to them.
2
·
under review
1
Adding vehicle on small screen
Many people who have laptops are unable to add a vehicle due to that portion of the screen being cut off while on the website. You can search for a vehicle and pull it up no problem but the portion of the box that has the button to add the vehicle to the profile is not visible. I have not been able to find a work around with adjusting the window size either. A solution could be to put the add button on the left side of the box as opposed to the right side
2
·
under review
1
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