45
Custom Fields
under review
Activity
Newest
Oldest
P
Peter Cook
Router Location, ISP Provider, Head End Location, Gate Code, Wifi SSID Info, etc...
D
Derick Downey
I build the proposals for my company, but I do not place the orders. In order to clarify EXACT product for my purchasing agent, I would love an "Internal Notes" section where I can post the URL for the exact product -- such as https://www.allnetdistributing.com/ProductList/ProductSKU/ProductID/78350. However I do not want this information visible by the clients.
Nick - D-Tools Cloud PM
T
Tyler Anderson
this is huge and needs to be completed!
Nick - D-Tools Cloud PM
under review
We added a Lead Source field for this release. Custom Fields is a much heavier technical lift that we will have to review and see what it takes to add. Please let us know other fields in the mean time that would benefit you as its easier to add standard fields across all accounts
Nick - D-Tools Cloud PM
planned
We are looking to expand our fields on an account and opportunity. So far the big ones are Lead Source, Referral. And we are looking to add dates and metrics around when it was created, total sales, and age of account. Would love to hear any other ideas as we think about adding some more fields
S
Shenelle
A Lead Source custom field would be helpful. Allowing users to track where the opportunity came from. Ex: Local ad or word of mouth
E
Erik Hanson
Yes - Need to be able to note service contract dates, purchase contract type, system type, etc. - thank you.
E
Erik Hanson
Customer Type / Industry / Customer Size / # of Locations / Access & Passcode Info / Network Details / Customer Since date / etc. - something we/your users could define specific fields for our specific companies and customers. Thank you Nick.
Nick - D-Tools Cloud PM
Thanks Erik Hanson: ! We have noted these.
S
Shenelle
Nick - D-Tools Cloud PM: Customers would also like the ability to add custom fields to a product