-
Display NameSma
-
Member SinceJanuary 22nd, 2021
-
Last SeenOctober 5th, 2023
Sma does not have any add-ons for sale.
-
Support July 1st, 2021 @ 12:51 pm
Every one of these are Meetings as action.
Does it make a difference if it is planned as Call or Meeting? It should both be possible i think?
Thanks a lot for your fast response.
View Comment
-
Support June 30th, 2021 @ 12:30 pm
You can see that 10 Days Limit in Stage in configured too, so 3 of the 4 items should be marked red i think.
View Comment
-
Support June 30th, 2021 @ 12:29 pm
Received it.
I think the Problem of the Sort Bug could maybe be my Datetime Format? See the Picture attached and see my configuration.
View Comment
-
Support June 30th, 2021 @ 7:15 am
Thank you, days in stage is available now.
I tested it an think that its not working correct too. For me it is only working in the first Stage.
The Sort by next action funtion is tested intensly. When sorting DESC 2/3 of the Opps. are sorted correct but than ist unsorted. Can you provide me access to your test system so that i can reproduce the issue?
Thanks a lot for you fast support.
View Comment
-
Support June 29th, 2021 @ 2:04 pm
"Days limit in stage: All opportunities that are laying in stage more that this number of days are marked red; This setting is taken line by line to opportunities marked in field Sales Stage."
An other thing: I have no field for the Max Days per Stage anymore.
View Comment
-
-
Support June 29th, 2021 @ 12:42 pm
Thanks, after Repair & Rebuild i can see the Config fields. But when selecting SORT by next action, from my point of view it is not working. Displayed Date of the next Action has no effect on the sort criterium. Have you checked that? On your Screenshots i can only see Opportunities without next Actions.
View Comment
-
Support June 29th, 2021 @ 11:15 am
Hello, thanks a lot.
Can you tell me, what is changed and how i can configure the Sort criterium per stage or in general? I can not find a configuration or something like this.
View Comment
-
-
Support June 24th, 2021 @ 11:59 am
OK, really looking forward to it.
One issue: I am not able to sort the Columns of the stages. Actually it is like unsorted, initially it was correct.
Can you add that function or tell me how i can sort the stages in the columns?
View Comment
-
Support June 22nd, 2021 @ 1:40 pm
Date of the next Activity is more important i think, and by expected Close Date would be interesting too? Both should be possible to define as sort criterium. Can you implement that in the next days?
View Comment
-
Support June 21st, 2021 @ 3:20 pm
If i can define the primary sort criterium in general in the Admin Backend or so, that would be ok for me.
View Comment
-
Support June 21st, 2021 @ 7:16 am
Hello, sounds very good. If you want, i can give you more Ideas to improve value of the plugin?
The Option to define the sort criterium of the List and showing the estimated closing date will be helpful for the moment. Have you thought about forecasting per month?
View Comment
-
Support June 18th, 2021 @ 6:39 am
Hello, do you have any news, when you will be able to deliver the new version? Thanks a lot.
View Comment
-
Support June 14th, 2021 @ 3:38 pm
OK, nice. Small improvement too: When clicking double on "Won" or "Lost", the Popup that opens, shows the Opportunities that are won or lost. Can you add a Link to the reffered Account etc.? Actually its not clickable.
View Comment
-
Support June 14th, 2021 @ 11:28 am
Hello, are you able to send me the update shortly? Thanks a lot. Regards
View Comment
-
Support June 11th, 2021 @ 10:07 am
Can you provide me this version as a working version? That would be great. The features looks very useful.
View Comment
-
Support June 11th, 2021 @ 10:06 am
Tanks for you fast response.
This is been shown as Navigation Point called SalesPipe.
- I would prefer this configuration possability, to definie the next activity date as sort criterium.
- Can i show the expected close date too in the Overview?
- My last Column "Closed Lost" is not showing Data, the closed lost stages opportunities value is shown in the first Link in the red cell, but the closed lost Column is not showing anything.
-
Sma has not rated any add-ons.
Sma has not verified any add-ons.
Sma has not created any Wanted Add-ons.