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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Created by Guest
Created on Sep 16, 2024

Salesperson View

The salesperson should have a seperate view. They should be able to see every account assigned to them, pending orders for each customer, pending quotes, etc. In addition, as some sales people take orders over the phone, they should be able to input orders on behalf of their customers.

The ISC_User role comes close, but it does not meet the needs mentioned above.