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Thank you for the suggestion. We agree that vendor reporting as a system has a few areas of potential improvement. We’re looking to try and revisit our approach to vendor reporting in the near future.
An error occurred while saving the commentStephen commented
It may be worth letting your developers know that it must be possible to sync with Outlook as with LockedOn you can choose to add any contact directly into Outlook and also choose to add any appointment etc. directly into Outlook. It is an absolute pain not having this facility as it means double entry which is one of the major things I was wanting to avoid when using a CRM. If the developers wish to see how it happens in LockedOn I can arrange to show them online exactly how this happens. firstname.lastname@example.org
We are currently working on this feature for most major portals.