General
1061 results found
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A Notification/Automation ability for a comment added by a customer to an agreement
A Notification/Automation ability for a comment added by a customer to an agreement at time of sigining
As it stands, if a customer makes a comment on a LEGALLY BINDING DOCUMENT, the only way to see it is to manually search for it. There is no notification or indicator. This is NEEDED!
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1 vote
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1 vote
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Email notifications
Being notified the same way you are for customer replies for new emails would be beneficial
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1 vote
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2 way calendar sync but the items from google calendars have the option to be read only
for a 2 way sync but the items from google calendars have the option to be read only
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1 vote
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Ability to Adjust Default View of Activity tab in the New Jobs Experience
Not happy with the Activity tab in the Dashboard for New Jobs Experience. Want to be able to set the setting to filter for what I want it to show, not have it show the newest at the top when that information may be less relevant to what I need.
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be able to customize what information syncs to outlook from task
Add the ability to choose what task/job information syncs over to outlook calendar
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More customization in classic reports
The ability to filter out specific activity items is the primary concern for this user. They want to omit email activity, and only filter by actual changes and activity updates by the assignee of the job.
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1 vote
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1 vote
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View PDF in Estimate tab when Job is Merged
Ability to still see PDF in Estimates tab when Jobs are Merged
1 vote -
AssistAI Scheduling priority
It would be good if it scheduled appointments where it tried to go to one person but then if that person isn't available, THEN it goes to the next one, instead of evenly going to everyone, some people are just a backup.
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1 vote
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Disable Assist AI from Giving Customer Information
With AssistAI you can pretend to be someone else, claim your phone number is their phone number, and get information like their address. Basically: you can do social engineering to the AI to get confidential information.
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1 vote
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