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Elizabeth Sanicola

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  1. 2 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola shared this idea  · 
  2. 15 votes

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    1 comment  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Would you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.

    Thank you!

    Elizabeth Sanicola supported this idea  · 
  3. 22 votes

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    Viewed  ·  6 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  4. 21 votes

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    2 comments  ·  Dashboard & Reports » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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    Elizabeth Sanicola commented  · 

    A dashboard calendar for a single week (that can be scrolled through) would be hugely useful especially for someone who is regularly scheduling a sales team or for said sales team who is constantly juggling/updating their appointments.

    Elizabeth Sanicola supported this idea  · 
  5. 1 vote

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    0 comments  ·  Dashboard & Reports » Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola shared this idea  · 
  6. 17 votes

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    1 comment  ·  Contacts & Jobs » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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    Elizabeth Sanicola commented  · 

    We have a very similar situation. In case it helps, we've been adding multiple contacts to the main company (which is always the main contact on every job). That way, we have all available employees and associates attached when we go to send out information. We also just attach the appropriate people to the job when it is created (and edit as we go along) to help keep thing more streamlined. So we have one contractor we work with frequently and have about 20 contacts attached to it. Then each job will have the main company as primary, but have 2 or 3 other contacts also attached so their contact info is readily available. Hope it helps!

  7. 18 votes

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    3 comments  ·  Contacts & Jobs » Fields  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  8. 18 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  9. 4 votes

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    0 comments  ·  Contacts & Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. 55 votes

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    Viewed  ·  29 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
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    Elizabeth Sanicola commented  · 

    Also for...adding job status and estimate number to task report. Thanks!

  11. 15 votes

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    Viewed  ·  2 comments  ·  Dashboard & Reports » Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
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    Elizabeth Sanicola commented  · 

    YES PLEASE!! We too use multiple estimates to tackle different areas on a job, or different options that the customer then has to choose from. All Approved estimates would be far more valuable (perhaps with the ability to pick which estimate status should be listed as "approved" to give companies flexibility).

    Elizabeth Sanicola supported this idea  · 
  12. 14 votes

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    Viewed  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  13. 10 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Jobs  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  14. 28 votes

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    7 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola shared this idea  · 
  15. 35 votes

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    Viewed  ·  2 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  16. 41 votes

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    Viewed  ·  8 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  17. 73 votes

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    Viewed  ·  24 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  18. 55 votes

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    8 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
    Elizabeth Sanicola supported this idea  · 
  19. 31 votes

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    3 comments  ·  Contacts & Jobs » Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

    Elizabeth Sanicola supported this idea  · 
  20. 36 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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    Elizabeth Sanicola commented  · 

    Also, suggestions. So when someone is added as a contact and certain fields match (email domain, company name) it will prompt you to also add the main company as the primary contact and auto fill as appropriate.

    Elizabeth Sanicola supported this idea  · 
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