3 results found
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Select partners by Payer
Based on feedback from our customers using new Corevist application, suggest to implement on the main dashboard: 1 - Default customer selection by Payer (not Sold-To); 2 - Allow selection by Payer (next to Sold-To). Currently customers having difficulties navigating through multiple sold-to.
2 votes -
Have an option in the Partner Selection Bar for "Everyone"
Instead of selecting a single partner, have the ability to select all assigned partners and have that be the default. Regional managers should be defaulted to the first Rep.
3 votes -
Recent Orders & Recently shipped orders are not querying the same data
Recent Orders & Recently shipped orders are not querying the same data. Can we have recent orders behave similarly to recently shipped orders?
More specifically, recently shipped orders shows all recently shipped orders for all the customers which the user has access too. Whereas, recent orders only shows recent orders for the selected partner at the top of the page. Recent orders query should be opened up like the recently shipped orders query.
2 votes
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