Inline Edit on the list pages (Allow data edit in Landing Pages to avoid the need to open, edit, save & close, repeat...)
When you have a list of objects, allow editing of values in the displayed columns. Especially tickboxes and dropdown fields. (I think this is already supported for line items on quotations)
We agree that this would be a good feature to add to the product
Cold calling screen
This is simple screen listing arrangement that Company name, Contact, Job title, Tel, mobile, DDI, email to allow fast calling of numbers. This template would also include a general call history notes field and next action functionality if (+) response to call. It would have a HOT button that would allow the creation of HOT call back list. Needs to be simple/quick Happy to provide scope notes if Workbook approves development.
We currently use excel spreadsheets as workbooks is too slow.