Good but .... – AccountEdge Mobile Review
It is not possible to enter a new customer card directly from a sales invoice which means sales rep has to be aware card needs entering first from another screen
Some windows such as referral screen do not have a cancel button thus forcing you to select a referral source
It's good but very limited could do with more features also a colour scheme feature would be good too allow reps to work in a colour they feel comfortable with
Scanning barcodes would be a good feature too to enter a product for a sale such as a rep on site will scan current product customer has straight to invoice to reorder item
Another good feature would be to limit what screens a rep can use for example only have access to invoices for a sale they need to make and only be able to access customer cards - a log file of what they do such as change sale etc or when in main accountedge plus to show who edited card or sale this will reduce issues later on and allow for proper procedures to be followed
Review by Markp17 on
AccountEdge Mobile.