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Ashley Cleveland

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  1. 50 votes

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    Ashley Cleveland shared this idea  · 
  2. 34 votes

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    Ashley Cleveland commented  · 

    Some of our jobs are retail and some are insurance. I would love to see insurance information as mandatory custom fields -- only if the "Retail" boolean was not selected. If it was (and the job was retail), the required insurance fields would disappear or become invalid.

    Ashley Cleveland supported this idea  · 
  3. 26 votes

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    Ashley Cleveland commented  · 

    I really agree! It would be extra nice to have the same formatting shortcuts as Slack

    Ashley Cleveland supported this idea  · 
  4. 73 votes

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    Ashley Cleveland commented  · 

    It would be awesome to be able to unassign a client with one click. Currently, for every completed job I have to edit the client details and unassign each team member. It would save a lot of time and clicks to make a short cut.

    Ashley Cleveland supported this idea  · 
  5. 73 votes

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    Ashley Cleveland commented  · 

    It would be so helpful to be able to view all the emails sent in one location, instead of having to track it by each job/client. I could imagine a tab on the left that shows all the emails sorted by most recent, where you could also view if someone replied.

    Ashley Cleveland supported this idea  · 
  6. 68 votes

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    Ashley Cleveland supported this idea  · 

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