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InFast
Tell us about features that would help you better manage your sales.
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New feature (142)
Improvement (136)
Anomaly (4)
Export a mailing list for customer newsletters
To be able to export the email addresses of the contacts of the best customers of the year: i.e. filter the x best customers over a defined period and retrieve their emails for emailing marketing.
2
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terminated
1
Creating a subcategory
When creating items, it would be desirable to have the possibility of creating sub-items, which would greatly simplify the reading of the catalog.
2
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terminated
1
Download multiple documents at once
When I need to export several documents, I have to download them one by one from the Documents menu. It would be easier to select several documents, and to be able to download them all at once.
5
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terminated
1
Preview PDF without downloading
To be able to view the final document (printable version) without the need to download it.
1
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terminated
2
Be able to click on the customer's icon and name in a finalized invoice
From a finalized invoice, be able to click on the customer's name and/or icon to directly access their customer file.
3
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terminated
1
On mobile, let the customer phone number be clickable to make the call
The telephone number on the customer file is changed when it is currently clicked. From a mobile phone, let the phone number be clickable to send the direct call, without having to copy it back.
1
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terminated
1
Add IBAN, RIB, Bank Information on quotes
Currently inFast displays bank information when payment is required, i.e. only on invoices. If you put deposits on your quotes, your customers will automatically have installment invoices with the banking information needed to pay the deposit. https://aide.intia.fr/fr/articles/606503-demander-des-acomptes-a-vos-clients
3
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terminated
13
Improve text search in lists
For example, from the Customers menu, the “Orleans” search does not allow you to find customers whose city is “Orleans”. Same with the other text searches in the Documents and Articles menus.
2
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terminated
1
Remember the order in which lists are sorted (client/item/document)
By default, customer classification is by name and comes back by name as soon as the page is changed. Request: that we can choose a default classification or that InFast remembers the last choice during the same session
3
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terminated
1
Be able to select several files when adding attachments
From a document, an email, a customer or an article it is possible to add attachments one by one. To save time, it would be easier to be able to select several files at once to add several attachments rather than having to add them one by one.
5
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terminated
4
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