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Adding Conditional Field for Jobs
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Database search for existing record.
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duplicating work order template
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Hide from List function on Lead Source · Declined
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Revolutionizing Payroll: The Future of Paystub Management in 2025
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Changing how the default display name populates · Declined
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Insights Columns match Exported Data
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Make Maps available on desktop for office staff
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Export Gmail Emails to CSV
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insights
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QBE on tags · Completed
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Custom Status for Financial Documents (Estimates, Work Orders, etc)
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When you click add contact, a customer data entry field opens. The courser does not appear in the first entry line. · Completed
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Automation triggered by text/email response
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Control Emails Associated with Client Response
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an undo option for the automatic switch the software did to all my past job data have the job location match the primary contact · Declined
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Emails would go directly to the person who sent them instead of to the system administrator. · Completed
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The ability to place time constraints on the data with the QBO sync.
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Engage Reports
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Custom Field Mapping with HailTrace