It would be really helpful if in our sales rep customer list there is an icon located next to the pencil & eye of a tick to notify us that this particular customer has a task set against it
Hi Felicity,
Thank you for getting in touch.
Thanks for the suggestion, I can see how this would be useful. If anyone else would find this helpful, please vote for the idea to push it up the priority list.
Cheers,
Joe
Hi, is it possible to use BrewwQL filtering to view which customers have tasks and which donât?
Cheers, Gemma.
Hi Gemma,
There isnât currently a BrewwQL filter for this, Iâm afraid. It is a great suggestion though and we will add it to the request above so please do vote for this feature if you havenât already, using the button above.
Iâll make sure to let you know if there are any developments regarding tasks.
Cheers,
Joe
Iâve moved the following post and replies over to this post as theyâre related. @sarah-saleh, you may want to vote for this feature request. A dedicated call list where you can easily view upcoming tasks would be a great addition.
Is there a way to scroll through all customers in alphabetical order? I want to go through all customers and check they have tasks allocated (so one is missing out on regular sales calls) but canât find an easy way to do this?!
Thanks,
Sarah
The main customer dashboard shows customers in alphabetical order by default, youâd need to click on each one to check if they had upcoming tasks. On the customerâs page, youâll be able to see the âUpcoming tasksâ section.
If you head to Leads > All leads (or check out the screenshot below), you can see leads displayed with how many upcoming tasks theyâve got. Would this be something youâd like to see for customers? If so, I can move this post over to the feature requests section for you.
Cheers,
Matt
Hi There
Having Tasks showing against customers like it does in the Leads sections would be super helpful , this was a request i had sent across several months back.
having to scroll through all active accounts to see if any tasks are set against them is a very slow & painful exercise , especially with a growing customer base.
If this is something that can be done then it would be amazing
Yeah bumping this one up. Customers in the sales list that donât have tasks set up for them should be easy to find out in Breww but at the moment youâd have to click and click and click. Is there no way of adding a BrewwQL filter? Or perhaps adding a ânext taskâ column to the sales list