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AlanR
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Member since ‎Sep 28, 2018
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  • Upvotes Given
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AlanR
Contributor
February 26, 2021
Reply to Using Different Logos on Documents
Thanks for raising this. We have 4 brands for our 1 company, with a master brand (just created) and 3 brands for each of our prodcuts. Our custome...read more
AlanR
Contributor
February 05, 2021
Reply to Option for Deal value to sync with discounted Quote values
Yes, this is continuing to cause a lot of headaches for us. Our latest Sales Report picked up a big differential from the previous month, which -...read more
AlanR
Contributor
January 12, 2021
Reply to More control over product lists like filtering or advanced search
Product folders default to the latest folder created, rather than an alphabetical list and it takes more time to find the correct folder and/or means...read more
AlanR on January 12, 2021
Archive Defunct Products
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d read more
Reply Idea Products and Quotes
151 upvotes
40 Replies
AlanR
Contributor
November 17, 2020
Reply to Option for Deal value to sync with discounted Quote values
Yes, agreed, this is problematic and thanks for raising it. Having come up against the issue too, I thought it through and understood why a disco...read more
AlanR
Contributor
July 14, 2020
Reply to Calculate and Report on the Time between Two Properties
Yes, please add me to the beta too. Thanks
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