Our customers made these suggestions for improving ResultsCRM. Suggestions for improving ResultsCRM.
Abacus encourages and welcomes your suggestions for the improvement of ResultsCRM, and thanks you for all of your ideas. You agree that in making those suggestions you recognize that Abacus is not obligated to compensate you for them, and that any intellectual property in them passes to Abacus. You also commit that in providing Abacus with any such suggestions you are not infringing anyone else’s intellectual property, and will indemnify Abacus and its employees, officers, directors, and affiliated companies, for all claims, damages, losses, liabilities, costs and expenses should it ever be held liable for using your suggestions.
Permission on changing prices
Please enter a permission that disallows salespeople from changing sales prices in Mobile version
Pinned
Under consideration
In Dashboard, allow clicking on a Graph item to take user to list of corresponding records in DMC
In the Dashboard, hovering mouse cursor over the graph items/objects displays the number of records. Clicking on them should take users to the list of records in the ...
Pinned
Planned
Required fields for contacts, activities and other entries.
It would be very nice if we were able to set the required fields for contacts and some other screens.
Currently, only the "Contact Type" and a Display name are ...
Pinned
Planned
Add GMail email integration
Add a button, inside the GMail email system that allows the user to capture the contents of an email message and transfer it into ResultsCRM, similar to how QuickAdd ...
Under consideration
Allow system to automatically send email notifications for upcoming appointments
For upcoming appointments, with certain Activity Types, it would be good to give the user the option to send automated email notifications based on pre-set time ...
Under consideration
Allow Groups to be tracked on Associate Records
Associate Contacts, whether additional individuals or other company locations, need the ability to search, sort and report based on demographic details and ...
Under consideration
Allow Documents to be added to Associate records
Currently Documents can be added to a Contact record but not to a specific Associate record. It would be very useful to link a document to a specific associate like ...
Under consideration
I would like to be able to set User Fields for Projects similar to how its done for Contact Types
Use the Project Types lookup table maintenance screen to allow the Project-Level User Fields labels to be set. Currently that needs to be done in the Results.INI file.
Under consideration
Default the "Country" field, for new Contacts and Associates, based on a Configuration setting
Add a Configuration Option to the Contacts Tab to capture a Default Country Code. When selected, use that as the Default Country Code for a new contact or Associate ...
Planned
Change data type for project userfields
It would be very nice to be able to set what kind of information is able to be placed in each of these project userfields !
I do not have a need for 4 dates and 3 ...
Planned
Allow Project Stages/Statuses to be Assigned to Project Descriptions
Allow Project Stages and Project Statuses to be linked to all Project Types under a specified Project Description - currently it can only be linked to one project ...
Under consideration
Place Signatures on Quotes and Invoices
Add the ability for captured signatures to be included at the bottom of the quote/invoice PDF when we print and email it.
Under consideration
Allow the Import module to import Dates and Numerics
Currently the built-in Import Contacts module only supports importing into Text fields. It would be good to also support importing into Date fields as well as ...
Under consideration
Allow the user to select what goes in each of the four corners of a Tile/Card of each board
Add a Configuration Option, called from a Gear icon, to each of the three boards (ToDo, Sales Opportunity and Projects) to allow the user to select what goes in each ...
Under consideration
Add scaling options to Results Mobile interface.
On some large screens the various checkboxes and other options on the Web and Mobile interface are too small to be able to be used comfortably.
Under consideration
Add "User Fields" and "Add'l Info" to Associate records.
If associates are people, tracking the User Fields and Additional Info fields is helpful. It would be nice if associates were more like contacts.
Under consideration
More Flexible Report Forms
I would like the ability to more easily change some of the report templates to suit our needs. For example delete columns and adjust their widths you have in the ...
Under consideration
I want to be able to quickly find Field Values on a screen
Add a "Find" feature to look for any value entered in any field on the data entry screen
Done
Product Lot numbers
please add a lot numbers field (part of advanced inventory in QuickBooks) in Sales orders and invoices so that companies that are required to track lot numbers by ...
Under consideration
ResultsCRM needs To have a way to view the history of a record's notes
ResultsCRM need to have a place where we can see all the notations that are made in each activity/contact. This will help to monitor/audit the records.
Under consideration
Add ability to add product groups to a quote on R4W
Currently it's only a feature on the desktop program
Under consideration
Allow Activities to be assigned to more than one person
allowing an activity to be assigned to more than one person at a time, if i have a meeting with 3 colleagues i want to add them all to the activity to put on their ...
Not planned
Merging Capabilities
For ResultsCRM administrators to be able to merge Projects and Sales opportunities would be SO useful. It could be a huge time saver!
Under consideration
Allow multiple subtotals on one quote as well as the total subtotal
In our business when we provide a quote to a client to renovate thier home by separate rooms. It would be a lot easier to track and organized if we were able to have ...
Under consideration
Add a text box user field to Projects & Sales Opportunities
Currently, the only user fields in a Project windows are date and number values. It would be great to have a few text value user fields in both the sales opportunity ...
Planned
I want to store the image/picture of a Product that I sell and then include that picture on Invoice
I would like to be able to store the image/picture of a Product that I sell and then include that picture on Quotes, Sales Orders and Invoices
Not planned
Correct password fields to accept passwords with alternate characters
Modify password fields for Integration Services to accept passwords with alternate characters (!@#$%^&*()][\/) and provide a prompt for maximum password length.
Planned
Emails under Customer - Show "To" and/or "From"
Go to Customer/Emails/create column with To and/or From so we know if we want to go in and look at the email or not.
Not planned
Items Imported from Quickbooks Set To Non Taxable By Default
Taxable status seems to be somewhat of a sticking point in regards to synchronizing Sales Orders from Results to Quickbooks, so there are industries (like mine) that ...
Planned
Sales Opportunities Dashboard
Can it be made so the cards show the opportunity name and not the Contact? I don't understand why it would not be different than the project dashboard. It would be ...
Under consideration
Column Display/Order
Allow user to change the columns displayed and the order they are displayed in withing record windows (IE, Project, contact associate windows)
Planned
Add AvaTax integration.
Add integration of Avalara AvaTax.
Allow contacts to be assigned as project resources.
The would be usful for equipment tracking purposes.
Under consideration
Create more than one notes entry on records
We would like the ability to create additional "notes" on records, so that older notes can remain, without being changed or deleted.
Under consideration
Restricting access to delete/ edit notes
We would like the ability to lock existing notes to prevent deletion on service orders(activities) and other records so that they can not be deleted or modified.
Under consideration
Add a clear X to the search field
There is a quick search field in each window. You have to highlight and delete or backspace to clear for another search. Adding a clear icon, such as an X, would be ...
Planned
Add Groups Column to the Contacts Module
It would be nice to be able to sort by Groups within the Contacts Module
add Open Transactions function to Sales Order Module
Add the Open Transactions function (like the one in the Sync module) to the Sales order Module so multiple sales orders can be edited (or deleted) quickly.
Under consideration
Add Class column to Contact Module
It would be nice to be able to sort by class in the Contact Module
Not planned
Merge invoices
Sometimes, multiple invoices are created while projects are in progress. It would be great if we could have a way to merge them without having to do this work ...
Under consideration
Add Spreadsheet imports for more DMCs!
In ResultsCRM, we only have the option of importing Contacts via Spreadsheet. The option to import some other items, such as products would be very useful
Under consideration
Allow "Hide From Mobile User" to work on R4W as well as Field Service Portal
Under consideration
Add Duplicate Checking for excel contact imports
When adding large data sets to Results, the excel import does not inform users if any of the lines in the import would result in potential duplicate records.
Not planned
Column Movement
Create some way to move columns permanently within your own copy of Results. Minimally put the Task "Description" column near the left side of the screen so when ...
Done
Adding Purchase /Sales Order Field to ACTIVE PROJECTS Dashboard
Please add field to include Purchase Order & Sales Order Numbers
Under consideration
Auto-Enter Dates on Quotes
When entering Start and End date on Quote...also this data to auto import into the Services or Items within the text of the Quote.
For Example: Delightful ...
Under consideration
Screen size for Note Pads/devices
We find maneuvering through Results very time consuming and difficult because the screen is so small on our notebooks/Ipads. Please make the display spread across ...
Under consideration