Feature Requests

Only have the user who sent the approval receive the notification when the client has approved or requested changes.

To add a Variable tag "Bill To" for Invoice Syncore Settings> Emails> Invoice I would really encourage your team to enable this. Bill to contact is always used in the invoicing stage, it makes no sense to default this are to sold to the the primary default should reflect that. This is not only affecting us but all your clients.

I want customers to see the graphics attachment on the online approval page when we send the email from V2 and select the attachment to be included.

Search clients by phone number from either the search bar or the contact search page.

Would like the ability to see if a Paya Visa or Paya Mastercard payment was actually paid for via a Visa Debit or Mastercard Debit in the payment section on the sales order. This would help clarify why those invoices do not get the credit card surcharge applied.

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

Partner is wanting the message settings for the pop-up "Did you know? If you make the browser window bigger, your Sales Order line items, and information portals will set next to each other and create a more efficient workspace Do not show this message again" checkbox to be saved at the user profile level. This would keep the pop-up from showing anytime the user has logged out or is working in a new window.

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