Toggle on/off whether item name is shown on the estimate details page on NEW SALES EXPERIENCE.
Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:
Item name = {item number} {truncated item description}
Item description = {long item description}
Example:
Item name= 2003 Hardieplank 8 1/4" CM Lap
Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"
In the New Sales Experience, in the estimate details page, the line items populate to the customer with the item name and the item description side by side and is terribly unreadable when combined with other line items.
Example: 2003 Hardieplank 8 1/4" CM Lap - Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"
If you can make this something we can toggle on or off which one we want to populate in the quote details page then that will solve this is issue. Otherwise, I will need to completely rebuild our products and services library in JN.
Tom Stogsdill
shared this idea
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Alex LaRue commented
This would be huge in fixing one of the many shortcomings of the estimate software. I am embarrassed to give a customer an estimate with the item name so I end up deleting and saving the template without. Problem is every time I add a new line item that is from the products library to one of my templates I also have to remember to delete the line item. THEN when I go to convert the estimate to a work order I have a completely unusable format for my installer because it just says "unnamed product" on half the page. I am looking into a work around now, but if I could keep the item name for the work order but automatically hide them on the estimate I think that would work nicely. EDIT: this also seems to really ***** up my material orders since only the description comes through. The proposed option to hide the item name would really fix a lot of my problems.
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Edwin Hochstetler
commented
Not being able to only show Item Name or Description make for a really cluttered looking estimate that I would be embarrassed to show to a customer. Please update that ASAP.
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Ryan O'Connor
commented
Please add this above feature.