+1 We'd love to see this too.
It may be valuable to consider the Infustionsoft integration here?
It would also be nice to be sure the Referral source field was included in that left window. "Convert/Attach this lead to a Customer" That saves a step and if that would work with the web portal portion again saves a step since all these leads are coming form our webpage in many cases.
Included the ability to used our Canned text list
Have the hidden notes work more like the hidden notes in a ticket
Rich Text, it's over due.
Use the normal tickets status not all this sales funnel stuff. This is really nothing more then a spam filter for tickets we need a better more robust system for a sales tool including a separate list of Prospects that could be managed separately from customers for the purposes of emailing and postcard mailings etc. Setting sales appointments and such also needs to be included in that sales/CRM system. This leads system really shouldn't be forced to do double duty...it just needs to be fixed as a ticket filter and start a new Sales/CRM.
example - be able to buy 100 used computers, get them into inventory in RSr and sync some set of those, maybe not all, to an eBay store. Payments, inventory being handled in RSr. When an item is sold it is pulled from Inventory and marked as sold with all the machine info in the "ticket" which would get created on the sale telling us which system to pull with all the SN info and any notes from the buyer ready for us to process. Being Apple to contact the buyer and asking if they wanted to add other items or warranty etc... so if we could have a "warranty" or other inventory items that would be options for that sale such as... adding the warranty, adding AV software etc.
All sales would have a ticket so they could be tracked in the future so the buyer would have to fill in all the standard info and maybe the referral source would or could be filled in automatically as "eBay" or "Amazon" would be nice too.
Would love to provide suggestions. We have been thinking about this a while.
We are moving to infustionsoft as well. This is becoming pretty common. If I had votes I would leave one here as well. Great program, in many ways, is is far better at automation then even salesforce at a fraction of the cost.
It would also be nice to be able to pause an automation vs. having to completely delete it and rebuilt it in order to pause it.
+1 Yes, we’d love to be able to make a contract for each type of service plan. Have all the discounts for Labor, phone support, and such set. So we can choose the contract type and roll with it and not have to recreate it each time. A Contract should be a set thing that could be all set up and attached.
still nice to have the flexibility to create one as needed for licenses for things like Office365, Dropbox, Firewall and WiFI support licenses etc.
A few other things that would be nice for contacts would be:
1. Make the columns sortable when viewing that screen, date, contract type, expression date etc.
2. Be able to apply a discount % vs. having to pick a $ amount for Labor items. To be able to choose say 20% off any labor item so we don’t have to pick each line item that might be labor, a global 20% off Labor. If Labor could be defined as Labor when you set up those innovatory items this would work great. We give our Contracted clients a discount on Labor based on the level of the agreement they have. 10% or 20% for example. For some Phone support may or may not fall into “labor” so maybe the option for them to include that or not in this discount.
3. Some agreements have phone support included as well, it would be nice for this to be an option here, check the box if Phone support is included or if it is billable.
4. Create a setting to show contracts expiring in the next 30 days. Or just be able to custom sort for these things like we do with tickets.
5. Be able to sort by Contract type, which relates to this request. If we had for example 5 contact types defined we could sort by each one, like Firewall licenses, Support plan Gold, etc. Just to look at those agreements. It is harder and harder to find things as the list gets longer.
This is a great idea and would be very helpful. It is going to be a mess when we need to go back and change our rates and have to update each of these contacts by hand. Having a contact Type would solve all this, just a few things to update. Using a % vs. a $$ amount also would make this more flexible without going back to make changes.
I would like to see Contract Templates, being able to carate a contact template with all the discounts and settings and notes, then be able to choose a template when setting up a new contract with a client vs. starting from scratch every time. You could have a "Contract Template" for each of your service plans for example, or for a license renewal like for hardware licensing such as the Sonic Firewall license agreement renewals which could be 3-years out or 5-years ect... depending on what the client bought.
Some Templates wouldn't get price overrides on labor. Nice to check a box there that said NO Discounts for this agreement or something just for clarity as people were in and out of that screen.
It would also be nice in the template to have an option to discount labor lines by percentage vs. choosing a dollar amount. This gives it a longer life without editing... if we choose 20%, for example, it doesn't matter what we change our rates to...if we choose a $$ figure then anytime rates change you potentially have to edit all those contacts.
In a template, all things are editable or not...maybe a setting? Templates can be edited or not. I can see that being important to some people.
There are a few similar post to this. It would be nice to be able to choose what is on the ticket Receipts as well as be able to add our own items. Such as text line and URL. Specifically, we have wanted to put a note on the Ticket Receipt to direct clients to the online portal to check the status of their repairs.
+1 - It would be nice to have a different email for outgoing Purchase orders as well. A new settings window allowing us to enter the email addresses we'd like to use for any messages that go out from RSr.
Parts orders, Purchase orders, invoices, estimates etc... For us, the big ones are invoices and purchase orders.
Often when people reply to those things we get those "notification" messages that never get seen or lost. It would be much better for accounting to get emails about invoices right away etc.
It would be nice in Purchases orders for the email to be listed as the custom email but also for the reply to emails to be updated to the custom email entered in some settings window.
+1 a nice feature.
There are a few other comments like this one. Customization of statements and reports with an easy button to access customer ports from their customer window. Clients are always asking for a annual update of some kind.
It would be nice if you could go into a customer file, choose reports, and then pick a date range and send the clients a statement of some kind, maybe by tickets, or by invoices or both sub-sorted with a few options. This could be buried someplace but I haven't found it.
Customizable customer statements/reports. By ticket, invoice, or maybe a contact, selected date ranges, etc.
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
Lots of good ideas. Something touched on here we also need is the ability to just sign a discount to a client that isn't attached to a list or group. Like "MOM'....Mom should get a discount right? It would be nice to just put 3% in her discount box and be good to go knowing she got a great deal if she came in.... LOL
This is touched on but we'd need to set that discount level by client possibly. We have different service plans and each plan could get a different service level so discounting by "MSP" client alone wouldn't do it.
It would be nice here to be able to set a discount on just Labor, by custom customer field.
For example if we choose to make a field for each of our MSP plans, we should be then able to say that each of those plans gets a % off. That would be a % off on just the Labor not everything so that is the tricky part but needed. As a "small" shop we can't give a 20% discount on any hardware or it would be going out free....or less then our cost.
This is a bit different but I think having a special account/group for outside accounting help would also be great. an account setup by default with access to the stuff accounting people might need, invoices, billing, recurring invoices, sales tax report etc. It would be nice if accounting folks had this access without being a global admin.
This is something we could all use, if you could pull it off in Marketr then even better.
Here is something I found, if we could do something like this, a wall of sorts so only the people wanting to leave good reviews would make it that step. Those that wouldn't recommend you wouldn't get to the step of the review.
here is something to look at - http://www.amplifymybusinessnow.com/reviews/?mgs1=7789peosR4
A one stop shop for testimonials that would also post them to give social media would be great and is much needed. Good luck with Yelp....