Feature Requests

Send statements automatically every month

There needs to be more options when searching for jobs. We need to be able to search by client, vendor, item #, etc. This is crucial, because often people don't have the job # when discussing a job. Please consider this seriously.

There should be an option to send Sales Order, Artwork and/or Artwork Proof to the client. Each logged accordingly in the tracker. Client can then easily click on 'Approved' or 'Requires Changes' with notes that automatically populate the tracker with a notification sent out to the person who submitted the art proof.

It would be great if you could integrate tasks, calendars, phone call appointments, etc. with Office365.

Automatically send alerts to clients if an invoice is past due and has not been paid.

It should be more like V1 - One click on pending. In V2, you have to unclick many. You can type in your job #. In V2 not so easy...

While you can search by job priority, this partner is requesting specifically that when you run the job search by "all," the resulting report will show two additional columns: one for to show the job priority and another one that shows the job art/attachments.

Add job description as a column in the statements or add an editable field that partners can enter information