New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system. New Leads could be promoted to Projects which would automatically generate a new Tracking Code for the project.
• Credit Control Log – It would be useful to have a Credit Control feature which allows users to keep a log of credit control tasks with date, time, notes, file upload, reminders etc.
• Purchases Pipeline – Purchase Orders to be entered/displayed on the Contact page providing an estimate of current costs (per project). The posting of Purchase Orders to a project could then be linked with invoices when received.
• Hire Report – A report of plant, machinery and equipment on hire including costs and hire times, filtered either by Currently On Hire or as a whole for the project.