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Tia Albertson

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  1. 76 votes

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    Tia Albertson commented  · 

    I'd welcome an added function to the Budget feature - One that would actually allow the Budget Created function off of an estimate to also input costs column into the budget template, not just the price column - This is because as a contractor with subs/suppliers, our "budget" on a job is actually the Estimated Costs (the price is reflection of our markup and the budget feature would be more helpful in analyzing how we over/under performed compared to Cost projections) ... THANKS

    Tia Albertson supported this idea  · 
  2. 73 votes

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  3. 56 votes

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  4. 17 votes

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    Tia Albertson commented  · 

    ....currently when an automated activity happens related to a customer or a job, there's no history of the occurrence within JN. Similar to tracking that occurs with status changes, email activity, or attachment uploads, it is critical to view automated history activity.

    Hopefully it could just be added to the activity tab feed that displays with a job or contact and have a date & which automated rule happened (as a suggested solution)....THANKS!

    Tia Albertson supported this idea  · 

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