Member SinceAugust 26th, 2013
Last SeenFebruary 4th, 2016
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Support October 21st, 2015 @ 11:04 am
Wondered if there was any joy in fixing the bugs highlighted above? Any update gratefully received.
Thank you.View Comment
Support October 10th, 2015 @ 10:23 am
Thank you for your hard work here much appreciated. Links are working fine but currency is still an issue and has a bug.
Let me explain.
Opportunities are stated in $, £ or Yen and base currency in our system are £.
So we have a deal for example worth $165,000. Lets say rate of exchange is £1 = $1.65. This would make the pipeline for that £100,000.
(1) The pipeline is stating this as $100,000 in the update - you have not changed the currency symbol in boxes or elsewhere on the pipeline. When you use the display currency pulldown. It does the currency conversion but does put the right currency symbol in front of the converted amounts. (2) Display currency is not picking up the base currency only the additional currencies so £ is not in the drop down. (3) Underneath the Stage such as Qualification it is counting the number of opportunities but not the total amount of the opportunities. This is totalling as $0 in all cases.
Support October 9th, 2015 @ 7:57 pm
Awesome - the opportunities use three currencies -our base is £.
We have a field that converts Yen to £s and $s - would it not be easier just to report this on the pipeline..
Also can the boxes show the Account Name as well as the opportunity name?
Once the currencies are sorted this will be great - can we print the pipeline?
Support October 7th, 2015 @ 8:48 pm
It would be great if we could sort these as it looks to be a very good product.View Comment
Support October 22nd, 2014 @ 12:44 am
All working now thank you MarcoView Comment
Support October 10th, 2014 @ 11:59 am
Happy to set up a WebEx to demo. Please send me a date and time that works.
Support August 27th, 2013 @ 3:42 pm
When I look in scheduler module they are not there ....
Can provide you with an admin user to help create - how do I do this? Do you want to set up a WebEx to go through?View Comment
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