Feature Requests

It would be helpful to have the option to edit the attachment comment field on a job rather than having to delete the attachment and re-attach with the correct/edited comment field information. Similar to the editing options we have within the trackers, it would be helpful to have it on the attachments portion as well.

It would be great if there was a way to deactivate opportunities from within a pipeline other than dragging them all the way to the very top or having to click back into each opportunity.

It would be a huge help if copy of invoices is attached when sending statements to customers on V1 instead of us having to download the invoices and statement then send it via email.

Ability to edit the validation date within the conditions & acceptance field on a quote

Just an indicator next to a job so we can see it's GS status. S=subbed, P=Pending, R=Review...etc

Hi Becki ~ I am working on product searched for proposals and was wondering if there is any plans to add a minus button (see my highly skilled drawing below) to the search screen. I know you can delete once you go back into the proposal, but sometimes I am looking at so much product I would love to be able to take something off instantly, if I choose a vendor I don’t want or the notice the qty is too high etc., instead of having to find it once I go back to the proposal. First I have to remember to go back and find it, then I have to open every item to actually find what I am looking for.

Purpose would be to calculate whether Estimated delivery date was missed.