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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.

Status Investigating
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.

  • Optimizely
    Sara Winter
    Reply
    |
    Sep 26, 2024

    Thank you for submitting this request! Our team is currently reviewing if and how we may implement this, particularly with consideration of our wide client base. We will update this ticket once we have completed this investigation.