Rob Herrmann
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Total activity21
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Last activity
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Activity overview
Latest activity by Rob Herrmann-
Rob Herrmann created a post,
Multi Select to define within Customized Deals Admin to associate pipeline(s) with respect to "Additional Fields".
Would like to be able to have ability to enable multiple Pipelines that may/may not share custom field between one, some or all defined Deal pipelines. Currently you may select all, or one associa...
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Rob Herrmann created a post,
Enchance Role Permissions: Enable ability for users with View Permisisons to Add Notes
If users can View specific cards (Leads, Contacts, Deals) they should be able to add notes.Yes, they should not be able to change the Card details themselves, but they should be able to Add a Note,...
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Rob Herrmann created a post,
Enable Distinct Product Catalogues by Pipelines.
Currently we must have a single Product Catalogue that is exposed to all Pipelines. Would be nice to filter the Products respective to the pipeline, or have distinct catalogue for each pipeline.
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Rob Herrmann created a post,
Enhance Product Library Coding
Need to have multiple independent descriptive code fields to manage variations in products. Code 1: Product Code 2: Option Code 3: Category Product catalogues potentially can go up to even mor...
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Rob Herrmann commented,
Hello, It is to manage the account as a whole over time... current the Closed Deal value keeps climbing... but would be nice for it to reflect the true value of these of the clients as the return ...
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Rob Herrmann commented,
Defining Currency settings by User would be a good solution.. currently it is only by the entire Account... this would be a view to the data, and all data in backend to be stored in base units defi...
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Rob Herrmann created a post,
Enable Negative Deal Values to Manage Reductions and Cancelations for specific Products
Negative Values are not currently supported within Sell. Some Markets are very volatile, and as such Clients are continually returning / canceling or purchasing more products based on the market. ...