Company

Tick Boxes And Other Buttons And Bars Need To Be Aligned Better. Industry And Category For Example.

Should Be Able To Flag Notes So Users Can See The Most Important Ones At The Top. Almost Like The Function On Hotmail.

Research

When Typing In The Feature Name, It Would Be Good To Have Suggested Feature Names There To Avoid Too Many Different Feature Names.

Status And Description – Is It Necessary? Need To Discuss This

Sales

Should We Separate Leads And Sales, So Sales Has Only Confirmed Sales? – Need To Discuss The Pros And Cons.

Sales Person Should Be Selected Automatically Based On Who Is Entering The Sale.

Need To Make Whole Process Of Adding Advertiser Faster – Maybe Remove The Pop-Up Window Altogether So Search For Company Is Done On Page?

Add Tick Boxes To Turn Multiple Booking Form Not Signed To Booking Form Signed

 

For Sales Users

Open Up Access So These Users Can See The Sales History When Looking At Individual Companies (Like We Can On Admin)

Also Make Sure That When These Users Go To Reports – Company - That They Can Search The Entire Database. For Example, There Should Be An Option To Search For Companies Selecting A Specific Category In The Whole Database. At This Stage They Can Only Search For Companies Linked To Themselves. Might Have To Include A Column Who Last Contacted Them And When If That Doesn’t Exist.

We May Also Need An Option To Have Active And Non-Active Users. Currently We Remove The Staff Member When They Are No Longer With Us So They Don’t Appear On The Dashboard Etc, I’m Not Sure If That’s The Best Way To Handle Sales Users?