General
440 results found
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New sales experience additional signer
Logo needs to be able to add an additional signer that is designated as a contractor so that legally they are not having their contractor co-sign the customers contract. Virginia is very strict with legality.
1 vote -
Create & Edit options in Access Profiles to be separate permissions.
Wants separate permissions for users in Access Profiles to Create a Budget and/or Edit a Budget. Not the ability to do both.
1 vote -
Eagleview form to submit
Logo claims that Eagleview was so easy to submit before and now we are making them fill out a form. Logo would like the system to go back to the way it was before where they don't have to submit a form.
1 vote -
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1 vote -
1 vote
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Automation to create a Invoice
Logo would like the automation to create an Invoice.
1 vote -
Live report synced with API
Want to create an Insights report in "Live time, " that can be synced to an API integration that can create charts and grids to add to the live report.
1 vote -
1 vote
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NSE Layout Library additions
In the NSE layout library have the ability to request for other companies to be added like Alside.
1 vote -
When archiving a job, archive tasks as well
When a job or contact is archived, the user has to manually archive tasks from that Job/Contact as well. It's time-consuming and can be confusing when these tasks are still showing up under Home Page> Tasks
1 vote -
1 vote
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Add indication that photos are already on the estimates
Add something to indicate that photos and docs have already been added to an estimate, such as greying out the ones that are already on the estimate
1 vote -
1 vote
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Default Job Name Format
Add option to create a default format for display names such as "[Job Number]-[Customer Name]" such as "123 John Smith".
1 vote -
Salesperson Activity Visibility
Nice to have a view of sales person activity based on recent documents added, notes or w/e else the sales person does and get an overview on. Customer would like to be able to pull a report that can show "SalesPerson 1 did _____" on a granular or quick glance level.
1 vote -
1 vote
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Organize Calendar for Multiple Individuals
Instead of seeing the task, work order, or material order multiple times on the calendar, I would like to only see it one time when I have multiple people selected.
1 vote -
Select All for Team Member View on Calendar
I would like the ability to select and deselect all team members on the calendar (also subcontractors) like I can with tasks
1 vote -
1 vote
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SQ - Being able to set the default tab between "Shared" and "My" sections throughout SumoQuote
Include the ability for customer to select a default tab between "Shared" and "My" tabs so SumoQuote will always default to that selected tab.
1 vote
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