Search
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Set Attachment Category based on certain keywords appearing in filename · Declined
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Private Attachment on Emails · Declined
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Insights Showing Deleted Data
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Sold Date and Custom Reprts · Declined
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had four spaces for our tax rate after the decimal point · Completed
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Allow an automation to add new assignees in a workflow
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Board Card Assignments - Sales rep, Production Person, etc.
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Hide the "Item" Column on Estimate Templates · Declined
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Accept/Apply payment to multiple invoices on Mobile
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In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO · Declined
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Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form · Declined
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Invoice fields should be available as template fields
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the ability to add attachments from the contact to e-mail templates · Declined
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electronic signature capture · Completed
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Custom Subcontractor Notification Emails
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Notes on Financials Show on Activity
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Customized Tabs
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Database search for existing record.
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Populate sales rep field with Spotio data provided via Zapier · Declined
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API File Return option