When you use the “Group By” option on the traffic log it opens with all the grouping expanded. Instead, it would make more sense for all Groups to open collapsed like the attached screenshot.
When using the Grouping dropdown in the traffic log, we would like the groups to be collapsed by default. Currently they are expanded. When looking at the Work Plan > Follow Ups, when the grouping is turned on, it is collapsed by default. We wo...
We would like the same filters that are available on the traffic log to be available on the traffic stats page. For some reason you only have 2 options to filter on the traffic stats page. Desk Log Traffic Stats
We would like to have a filter in the Traffic log for Worksheet with the optiuons of Yes, No and Both. This would be used to filter the traffic log to be able to see only traffic with a worksheet created, without a worksheet create or both. The de...
Feature Request for Traffic Log - Option to Hold Filters
When on traffic log - you can hit heart which saves the date - would also want it to hold the filters that have been selected so they come back on each login
Feature Request - Customer profile- Default to Traffic Log
We would like to be able to default the tab the user lands on when going into a customer profile. Service staff would like to land on a different tab than sales staff. For example, service would like to land on the service history tab and sales pe...
On the Traffic log, in the Status column under the followup box please show the next Delivery Date/Time and the delivery icon. Also put a hover over saying "Delivery Date". Only show this if they have the delivery product and the login user have a...
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