Feature Requests

Currently, search results do not distinguish between enabled and disabled clients. Adding a clear status indicator (e.g., a "Disabled" note or grayed-out styling) would provide immediate context. This is especially critical for users who lack the permissions to click into a profile but still need to verify a client's current status.

We would LOVE for the approval to appear in the tracker in green like approvals are supposed to. The system additions are greyed out and easily missed if we do not get the email telling us it's approved. We use the colors suggested so it would be amazing if the approval could be added in green instead of us having to copy and paste and change to green.

As per partner: Our workflow could be improved for the following: The ability to send an email to a client within a job number is important EVEN before the order is through production and billed. At this time you cannot place a credit card receipt for a deposit at 50% or full payment to the client inside an email and inside a job that is not in invoice status. It would be great if we could do that. You can place an image in V1 emails but not V2 emails Under email inside a job you have acknowledgment, general update, pickup, purchase order, sales order and shipping confirmation but you can’t send a receipt to a client for a deposit or full payment. Please advise

I hate having to download attachments on jobs just to view a mock up done by our art team. I would love to be able to just click the image and have it pop up as a preview rather than having to download the file then open it.

When a user is sending the PO email and they are not the CSR and use the Send As to send as the CSR include the CSR in the confirmation copy that the user receives. Or include a BCC CSR in the PO email send.

As per partner: Sweetie Stewart • 6 minutes ago To: Syncore Show more We have at least 2 clients with 2 web stores each. I have to keep some of the orders separate and they do a lot of reorders so I need access to all history at all times. One of these, the client actually has deleted one of the stores and now I cannot change her over to order just as a regular client because I cannot take her out of the old store. If I set her up as a new client with just the portal, then I lose all her history or have to remember to check it on a deleted person. This is just not convenient. I should be able to delete the program and have her just be a regular client. This might apply to a lot of the clients who were in the web site that was shut down.

Would be helpful if you could proceed with duplicating an SO that has the avalara line limit so that way you can delete line items easily to split the order in half and allow tax to calculate. Currently if you have a large order with the limit you have to manually re-type products into the new SO and then delete them off of the original.

For Pods, it would be great to be able to change the contact in the follow up: "Follow Up For" _______ (member of the pod)