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#1 2012-11-20 16:39:50

mmsales
New member
Registered: 2012-11-05

Notes

Are there any plans to add a 'Notes' feature to the app within the customer area? By this i mean an area where you can add dates of customer visits or notes and objectives from previous calls to refer to next time.

The addition of this feature would go a long way towards making sales Presenter a complete Customer Management System.

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#2 2012-11-20 18:47:33

Kaycee
Junior member
Registered: 2012-08-28

Re: Notes

I agree with your idea of the complete Customer Management System. I would also like to be able to invoice from Sales Presenter, but have come to the conclusion that as the name suggests, this is just a "Sales Presenter" and nothing else unless you are a larger company with an all singing all dancing back office system. Unfortunately it appears us smaller guys having invested in the app are being treated as 2nd class citizens.

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#3 2012-11-21 10:22:38

admin
Administrator
Registered: 2008-02-09

Re: Notes

mmsales wrote:

Are there any plans to add a 'Notes' feature to the app within the customer area? By this i mean an area where you can add dates of customer visits or notes and objectives from previous calls to refer to next time.

The addition of this feature would go a long way towards making sales Presenter a complete Customer Management System.

Yes, there are plans. We're hoping to have something to announce regarding customer management facilities in the first part of 2013.

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