In Review
Enhanced Note Management in CRM
Summary: A suggestion has been made to introduce the ability to edit or delete notes within the CRM. The current system retains notes to preserve history, but we acknowledge there may be scenarios where modifications are necessary.Details:Current System: Notes within the CRM are permanent to maintain a complete historical record.Suggested Feature: Allow the editing or deletion of notes, with the possibility of restricting this ability to users with specific permissions.Scope: This feature could extend to notes related to invoices, quotes, assets, locations, and CRM entries across the system.Benefits:Provides flexibility in managing CRM records while safeguarding historical data integrity.Enhances user control over note management based on their role and permissions.Developer Note: We are exploring this suggestion and considering its implications for user permissions and data integrity. No decision has been made yet, but we are actively discussing the potential for implementing such a feature in a way that balances flexibility with the need to maintain accurate records.
Chris Thynne 7 months ago
CRM
In Review
Enhanced Note Management in CRM
Summary: A suggestion has been made to introduce the ability to edit or delete notes within the CRM. The current system retains notes to preserve history, but we acknowledge there may be scenarios where modifications are necessary.Details:Current System: Notes within the CRM are permanent to maintain a complete historical record.Suggested Feature: Allow the editing or deletion of notes, with the possibility of restricting this ability to users with specific permissions.Scope: This feature could extend to notes related to invoices, quotes, assets, locations, and CRM entries across the system.Benefits:Provides flexibility in managing CRM records while safeguarding historical data integrity.Enhances user control over note management based on their role and permissions.Developer Note: We are exploring this suggestion and considering its implications for user permissions and data integrity. No decision has been made yet, but we are actively discussing the potential for implementing such a feature in a way that balances flexibility with the need to maintain accurate records.
Chris Thynne 7 months ago
CRM
In Review
Customise CRM Tab view
It would be very useful to customize your tab view and layout in the CRM file. That way you would be seeing the most relevant info for each user.
Admin 3 months ago
CRM
In Review
Customise CRM Tab view
It would be very useful to customize your tab view and layout in the CRM file. That way you would be seeing the most relevant info for each user.
Admin 3 months ago
CRM
In Review
Integrated Training Management Module
Description:Introduce a comprehensive training management module within the Formitize platform. This module aims to identify training needs, schedule and deliver training and maintain records seamlessly. User's Original Request: justin@suregreen.com.au"Be able to identify training needs for staff, schedule the training, deliver that training, and keep records of the training all in one place."Detailed Requirements:Position-Based Competencies: Link the module to a user with a customizable position within the company. Align set competency requirements with the position description and provide an option to add extra competencies as needed.Training Modules & Assessment: Align competencies with training modules that can be delivered through Formitize. Include assessment criteria at the end of each training. Save assessment outcomes against the user profile and set automatic reminders for follow-up or renewal training.Training Updates & Notifications: When a training module is updated, notify all users who have completed that training. Provide details of the update and possibly include an additional assessment.Succession Planning: Allow users to link to a future position they aspire to. Attach relevant competency training to prepare them for potential promotions.Diverse Training Delivery Methods: Ensure training modules support various delivery methods, including video links, document links, assessment questions, and software training from developers.Developer's Insight:The user has provided an initial training plan in the form of an Excel sheet, which gives an idea of how record-keeping and planning might be structured. This can serve as a foundational reference when designing the module.Proposed Solution:Develop an integrated training management module that:Aligns competencies with user positions.Offers diverse training delivery methods.Includes assessment and automatic reminders.Supports succession planning and training updates with notifications.Additional Notes:The user's Excel sheet, which outlines their initial training plan, can be a valuable resource during the development phase to ensure the module meets their expectations.
Keith Azzopardi 8 months ago
CRM
In Review
Integrated Training Management Module
Description:Introduce a comprehensive training management module within the Formitize platform. This module aims to identify training needs, schedule and deliver training and maintain records seamlessly. User's Original Request: justin@suregreen.com.au"Be able to identify training needs for staff, schedule the training, deliver that training, and keep records of the training all in one place."Detailed Requirements:Position-Based Competencies: Link the module to a user with a customizable position within the company. Align set competency requirements with the position description and provide an option to add extra competencies as needed.Training Modules & Assessment: Align competencies with training modules that can be delivered through Formitize. Include assessment criteria at the end of each training. Save assessment outcomes against the user profile and set automatic reminders for follow-up or renewal training.Training Updates & Notifications: When a training module is updated, notify all users who have completed that training. Provide details of the update and possibly include an additional assessment.Succession Planning: Allow users to link to a future position they aspire to. Attach relevant competency training to prepare them for potential promotions.Diverse Training Delivery Methods: Ensure training modules support various delivery methods, including video links, document links, assessment questions, and software training from developers.Developer's Insight:The user has provided an initial training plan in the form of an Excel sheet, which gives an idea of how record-keeping and planning might be structured. This can serve as a foundational reference when designing the module.Proposed Solution:Develop an integrated training management module that:Aligns competencies with user positions.Offers diverse training delivery methods.Includes assessment and automatic reminders.Supports succession planning and training updates with notifications.Additional Notes:The user's Excel sheet, which outlines their initial training plan, can be a valuable resource during the development phase to ensure the module meets their expectations.
Keith Azzopardi 8 months ago
CRM
CRM/JOBS: Click-to-Call from Diary and Job Details in CRM
Summary: This feature update enhances the "Click-to-Call" functionality within Formitize, extending it from the Diary module to include job details within the CRM. The aim is to simplify the process of contacting clients directly from within the platform, whether users are managing their schedules or focusing on job-specific tasks. This integration across the Diary and job details ensures a seamless and efficient communication flow, eliminating the need for manual number entry or app switching.Intended Outcome:Users can effortlessly initiate calls to contacts from both the Diary and job details pages, streamlining communication.The expansion of click-to-call functionality reduces the time spent on manual tasks, enhancing productivity.Improved contact management across the platform, allowing for easier addition, editing, or removal of contact details directly where needed.
Keith Azzopardi 9 months ago
Medium Priority
CRM/JOBS: Click-to-Call from Diary and Job Details in CRM
Summary: This feature update enhances the "Click-to-Call" functionality within Formitize, extending it from the Diary module to include job details within the CRM. The aim is to simplify the process of contacting clients directly from within the platform, whether users are managing their schedules or focusing on job-specific tasks. This integration across the Diary and job details ensures a seamless and efficient communication flow, eliminating the need for manual number entry or app switching.Intended Outcome:Users can effortlessly initiate calls to contacts from both the Diary and job details pages, streamlining communication.The expansion of click-to-call functionality reduces the time spent on manual tasks, enhancing productivity.Improved contact management across the platform, allowing for easier addition, editing, or removal of contact details directly where needed.
Keith Azzopardi 9 months ago
Medium Priority
Opt-Out of SMS Notifications (CRM/Contact)
Summary: We're introducing an option for users to easily opt-out of SMS notifications by simply replying with "STOP" to any SMS they receive from our platform.Intended Outcome:Empower users with more control over the communications they receive, ensuring they only get the messages they want. This also aligns with NZ legislation, enhancing user trust and compliance.How Will It Work?Whenever an SMS is sent, an opt-out message will be included, allowing users to reply with "STOP" to unsubscribe from future SMS notifications.Once opted out, the user's number will be added to a "do not send" list, ensuring they don't receive further SMS notifications unless they choose to opt back in.
Keith Azzopardi 9 months ago
Medium Priority
Opt-Out of SMS Notifications (CRM/Contact)
Summary: We're introducing an option for users to easily opt-out of SMS notifications by simply replying with "STOP" to any SMS they receive from our platform.Intended Outcome:Empower users with more control over the communications they receive, ensuring they only get the messages they want. This also aligns with NZ legislation, enhancing user trust and compliance.How Will It Work?Whenever an SMS is sent, an opt-out message will be included, allowing users to reply with "STOP" to unsubscribe from future SMS notifications.Once opted out, the user's number will be added to a "do not send" list, ensuring they don't receive further SMS notifications unless they choose to opt back in.
Keith Azzopardi 9 months ago
Medium Priority
In Review
CRM/ Sales Lead: Logging Automated Sales Lead Pipeline Emails
Summary: A feature request to ensure that emails sent automatically through Sales Lead Pipeline stage changes are logged both in the CRM Email log and the Contact's Communication history for tracking and auditing purposes.Intended Outcomes:Complete tracking of all communications within the CRM, providing a transparent history of interactions with each contact.Enhanced ability for users to follow up and review automated communications sent through the pipeline stages.
Tara Reichelt About 1 month ago
CRM
In Review
CRM/ Sales Lead: Logging Automated Sales Lead Pipeline Emails
Summary: A feature request to ensure that emails sent automatically through Sales Lead Pipeline stage changes are logged both in the CRM Email log and the Contact's Communication history for tracking and auditing purposes.Intended Outcomes:Complete tracking of all communications within the CRM, providing a transparent history of interactions with each contact.Enhanced ability for users to follow up and review automated communications sent through the pipeline stages.
Tara Reichelt About 1 month ago
CRM
In Review
Display Text Inclusion in Lookup Field Dropdowns
Summary: Clients have highlighted a need for the "Display Text" property settings in a database lookup to reflect accurately in the dropdown selections within forms. Currently, the display text intended to label data for clarity isn't shown in the dropdown, leading to a mismatch between user expectations and the actual interface.Setup:Expected result:Displayed result:Intended Outcomes:Users see a combination of display text and data in dropdowns, allowing for easier identification and selection.Enhanced user experience through interface consistency that matches the 'Display Text' property with its functional output.
Keith Azzopardi About 1 month ago
CRM
In Review
Display Text Inclusion in Lookup Field Dropdowns
Summary: Clients have highlighted a need for the "Display Text" property settings in a database lookup to reflect accurately in the dropdown selections within forms. Currently, the display text intended to label data for clarity isn't shown in the dropdown, leading to a mismatch between user expectations and the actual interface.Setup:Expected result:Displayed result:Intended Outcomes:Users see a combination of display text and data in dropdowns, allowing for easier identification and selection.Enhanced user experience through interface consistency that matches the 'Display Text' property with its functional output.
Keith Azzopardi About 1 month ago
CRM
In Review
Expanded Client Activity Access in App
Description: The enhancement involves adding an option in the Contacts in the app to access a comprehensive view of specific client activities, similar to the Web Portal Contact Card. This feature aims to include detailed information such as Forms submitted, Jobs, Assets, and Invoicing details as part of each customer's contact information.Development Considerations:Implementing this feature requires the app to mirror the comprehensive client activity view available in the Web Portal Contact Card. This involves ensuring seamless synchronization with CRM data and presenting it in an easily navigable and intuitive format within the app.Suggested Feature Implementation:Introduce an 'Activity' tab and additional sections for Forms, Jobs, Assets, and Invoicing information within the customer section of the app.Ensure that these sections provide detailed and up-to-date information about each customer's activities and interactions.Focus on creating a user-friendly interface that allows field staff to quickly access and understand a customer's complete history and current status.
Ian Bruhn 6 months ago
CRM
In Review
Expanded Client Activity Access in App
Description: The enhancement involves adding an option in the Contacts in the app to access a comprehensive view of specific client activities, similar to the Web Portal Contact Card. This feature aims to include detailed information such as Forms submitted, Jobs, Assets, and Invoicing details as part of each customer's contact information.Development Considerations:Implementing this feature requires the app to mirror the comprehensive client activity view available in the Web Portal Contact Card. This involves ensuring seamless synchronization with CRM data and presenting it in an easily navigable and intuitive format within the app.Suggested Feature Implementation:Introduce an 'Activity' tab and additional sections for Forms, Jobs, Assets, and Invoicing information within the customer section of the app.Ensure that these sections provide detailed and up-to-date information about each customer's activities and interactions.Focus on creating a user-friendly interface that allows field staff to quickly access and understand a customer's complete history and current status.
Ian Bruhn 6 months ago
CRM
Introduce a 'Sales Representative' field, in Quotes (CRM/Sales)
Summary Implement a feature to track and report on sales representatives linked with quotes generated in the CRM.Intended OutcomeEnhanced KPI reporting capabilities for clients.How Will It Work?Introduce a 'Sales Representative' field, similar to the one available for Jobs, allowing users to select a salesperson when creating a quote or invoice.This data can then be utilized in the quote reporting function, similar to how it's done with invoices.
Keith Azzopardi 9 months ago
Usability
Introduce a 'Sales Representative' field, in Quotes (CRM/Sales)
Summary Implement a feature to track and report on sales representatives linked with quotes generated in the CRM.Intended OutcomeEnhanced KPI reporting capabilities for clients.How Will It Work?Introduce a 'Sales Representative' field, similar to the one available for Jobs, allowing users to select a salesperson when creating a quote or invoice.This data can then be utilized in the quote reporting function, similar to how it's done with invoices.
Keith Azzopardi 9 months ago
Usability
In Review
Reminders: Smart table enhancement & with Immediate Trigger Option
Summary: Introduce new columns and a quick action feature to the reminders table to display recurrence status, the presence of early reminders, and a 'trigger now' option for immediate sending.Intended Outcomes:Provide visibility on whether a reminder is recurring and if early reminders are set.Empower users with the ability to send reminders instantly, without waiting for the scheduled time.Scenario and Considerations for Implementation:In scenarios where an account holder is discussing upcoming jobs with clients (over the phone) who request immediate reminders, the account holder can navigate to the Reminders section or the CRM's Reminders Activity panel and can trigger the Reminder to be sent immediately.Introduce a 'Trigger Now' option, enabling the account holder to immediately send the reminder, with a subsequent prompt to either mark it as completed or retain it for the scheduled send time.Implement filters to sort reminders by recurring status - New Filter Column (Recurring == Yes or No)
Thomas Hampton About 1 month ago
CRM
In Review
Reminders: Smart table enhancement & with Immediate Trigger Option
Summary: Introduce new columns and a quick action feature to the reminders table to display recurrence status, the presence of early reminders, and a 'trigger now' option for immediate sending.Intended Outcomes:Provide visibility on whether a reminder is recurring and if early reminders are set.Empower users with the ability to send reminders instantly, without waiting for the scheduled time.Scenario and Considerations for Implementation:In scenarios where an account holder is discussing upcoming jobs with clients (over the phone) who request immediate reminders, the account holder can navigate to the Reminders section or the CRM's Reminders Activity panel and can trigger the Reminder to be sent immediately.Introduce a 'Trigger Now' option, enabling the account holder to immediately send the reminder, with a subsequent prompt to either mark it as completed or retain it for the scheduled send time.Implement filters to sort reminders by recurring status - New Filter Column (Recurring == Yes or No)
Thomas Hampton About 1 month ago
CRM
In Review
CRM: New Zealand Business Number (NZBN) Field Addition to Contacts
Summary: This enhancement suggests adding a dedicated field for the New Zealand Business Number (NZBN) within the CRM contacts area. This addition aims to streamline the process of managing and validating business contacts by incorporating a unique identifier for New Zealand-based businesses. The feature could leverage integration with Xero to automatically pull the NZBN for businesses already listed in Xero accounts.Intended Outcome:Improved accuracy and validation of business contacts within the CRM by utilizing the NZBN.Enhanced integration capabilities with Xero, allowing for seamless synchronization of business information.Streamlined business verification process, facilitating easier identification and management of New Zealand-based business contacts.
Daphne Thomson 3 months ago
CRM
In Review
CRM: New Zealand Business Number (NZBN) Field Addition to Contacts
Summary: This enhancement suggests adding a dedicated field for the New Zealand Business Number (NZBN) within the CRM contacts area. This addition aims to streamline the process of managing and validating business contacts by incorporating a unique identifier for New Zealand-based businesses. The feature could leverage integration with Xero to automatically pull the NZBN for businesses already listed in Xero accounts.Intended Outcome:Improved accuracy and validation of business contacts within the CRM by utilizing the NZBN.Enhanced integration capabilities with Xero, allowing for seamless synchronization of business information.Streamlined business verification process, facilitating easier identification and management of New Zealand-based business contacts.
Daphne Thomson 3 months ago
CRM
In Review
Naming Photos in Attachments
Overview:The proposed feature aims to enhance the attachments functionality by allowing users to name the photos they save. This addition will provide users with more clarity and organization when managing their attachments. Detailed Request:Chris Coote highlighted the current limitation where users can drag or delete a photo in attachments but cannot assign a specific name to it. The ideal functionality would allow users to select a photo and be presented with a field to rename it. While the current system doesn't assign names to photos, even based on the date saved, the proposed feature seeks to offer this capability.Implication & Need:Being able to name photos, especially with meaningful identifiers like addresses or dates, can significantly improve the user experience. It provides better organization, easy retrieval, and a clearer understanding of the content, especially when dealing with a large number of attachments. Additionally, offering different views, such as a list view with filenames and dates or a tile view with thumbnail previews, can further enhance usability.
Flyman Admin 8 months ago
Enhancement
In Review
Naming Photos in Attachments
Overview:The proposed feature aims to enhance the attachments functionality by allowing users to name the photos they save. This addition will provide users with more clarity and organization when managing their attachments. Detailed Request:Chris Coote highlighted the current limitation where users can drag or delete a photo in attachments but cannot assign a specific name to it. The ideal functionality would allow users to select a photo and be presented with a field to rename it. While the current system doesn't assign names to photos, even based on the date saved, the proposed feature seeks to offer this capability.Implication & Need:Being able to name photos, especially with meaningful identifiers like addresses or dates, can significantly improve the user experience. It provides better organization, easy retrieval, and a clearer understanding of the content, especially when dealing with a large number of attachments. Additionally, offering different views, such as a list view with filenames and dates or a tile view with thumbnail previews, can further enhance usability.
Flyman Admin 8 months ago
Enhancement