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(Questions about how to use existing features should be directed to Concierge)
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Ability to have more than 10 additional addresses on the contact profile
Ability to have more than 10 additional addresses on the contact profile.
3
·
complete
8
Create Follow Ups for anyone with access to Contact
I want to be able to set a follow up for my assistants and vice versa, and for anyone with access to the contact page so that I don't have to impersonate.
4
·
complete
6
Include the item number when selecting items from a proposal to quote.
The current process only gives you the item name but many of our clients will say “we will go with #3”
3
·
complete
16
Ability to add tags to jobs
Being able to add tags to jobs like you would clients. Would help with reporting.
5
·
complete
59
Proposal - Custom Image
Have the ability to add your own image/mock up to a proposal image without having to create a whole custom product.
4
·
complete
37
Split Shipment Export
Can you add a 'select all' box for exporting the split shipment file? We have to select individual boxes for the categories we want to export, which is most of them.
3
·
complete
1
A/R tracker in v2
5
·
complete
13
Ability to duplicate SOs that are split shipments
Ability to duplicate SOs that are split shipments
2
·
complete
11
Ready for Pickup Email
It would be great if there was a designated "ready for pickup" email versus the shipping notification that shows our address.
3
·
complete
50
Jobs in WIP report show if sales orders have been invoiced and paid
Additional columns in the Jobs in WIP report that shows SO's open vs SO's already invoiced/paid - this would help to better predict invoiced sales
2
·
complete
25
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