We need option for PDF report

It would be nice to see board names on the top header of the page so we can easily access each board in one click.

It would be great if there was some time of indication on the sales dashboard that the sales rep is inactive from the sales rep selection. I have 3 reps with the same name and 2 of them are inactive, yet all 3 of them still show in the drop-down selection

I'd love it when an Estimate is attached as a document that it pull up in the Financials tab. Same with Material Order.

It would be really nice if we could go in and bulk update the paid status in a custom budget report. For instance, I have custom reports set up for each salesperson and instead of going into each profile and clicking "paid", it would be nice if we could bulk update that from the report - and then also bulk update the status as well. It would save so much time.

Making it more user friendly to run reports

Needing to track average ticket and closing rates and making it more user friendly

Any notes that my name is tagged in to show up on my dashboard

We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....

With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.

We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.

We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.

In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks

It would be beneficial to have the option to adjust column height on reports & the dashboard.

Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.

Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.

We would like to be able to change the sales revenue leaderboard to show estimate date instead of approved/invoiced estimates on the sales dashboard.

I have several different reports on my dashboard and often times I have to scroll down the page to find the one I want. If I edit one of the items in that particular dashboard (modify the description), I would like for the system to return me to that dashboard. Oftentimes, I have multiple items to update and each time I have to continue to scroll down again for each update.