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Ideas

Sorting Function

The sort function defaults to sorting by recommended. It would be better for us if it defaulted to A-Z from the start rather than having to change it. Also when it does sort, it does so by the descriptions for the products and not the stock codes ...
Vincent Carroll over 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Option to Disable Card Payments for “POA / Pro-Forma Required” Orders

Currently, customers can pay by card for orders containing POA (Price on Application) shipping or products — e.g. cut-length cables where the delivery cost must be calculated manually. This causes extra admin, as the customer pays before shipping ...
simon knagg 8 months ago in CMS and Admin / Customer Efficiency 1

Customer Notes for Agents

In Account Overview, when logged in as an agent, a "notes" section shows up to house notes for himself/ us other agents will be able to see also.
Matt Edwards about 2 years ago in CMS and Admin / Customer Efficiency 0

Campaign Monitor Intergration

Similar to an intergration with mailchimp where by the registered customers are added to a mailing list.
Darryl Spencer-Hicks about 2 years ago in GOb2b General (If you are not sure!) 0

Have Two Product Editors Open at Once

Can we have the ability to open two products at the same time? Currently we can only open one, but we could open several in the non-online version. Often, we are copying and pasting data from one product to another, so being able to have at least ...
Paul Dorey over 2 years ago in CMS and Admin / Customer Efficiency 1

Ability to add "top level department name" to trade accounts list (Type C)

Please can we have a feature for customers who have type C enabled that when in the trade accounts list, we can see the assigned top level instead of having to go into each individual customer to find out :)
Guest over 2 years ago in CMS and Admin / Customer Efficiency 0

Direct Debit

Provide DD and Sign Up in GOb2b ClearAccept Ltd t/a Gob2bPay is authorised and regulated by the Financial Conduct Authority under the Payment Service Regulations 2017 (FRN 926372) for the provision of payment services.
Paul Dorey over 1 year ago in GOb2b Pay 0

Feature Set Groups

We have allot of feature sets and sometimes a product could have quite a few features. I would like the ability to add a feature set group, which allows me to group a set of feature sets and name them to be recalled in one go, instead of adding th...
simon knagg over 1 year ago in CMS and Admin / Customer Efficiency 1

Add Daily Sales widget to dashboard

See at a glance your total sales by day
Guest over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 0

References Tab – Show All Product Linkages

In our current CMS, the References tab only shows which departments a product is listed in.However, products can also be referenced in other ways — such as being linked as an alternative item or cross-sell item on other product pages. The Problem ...
simon knagg 11 months ago in CMS and Admin / Customer Efficiency 0 Planned