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1. when uploading document that triggers an automatic task creation have that document auto attach to that created task

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   0 comments  ·  Calendar & Tasks » Tasks  ·  Edit…  ·  Delete…  ·  Admin →
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   KC Office shared this idea  ·  Apr 24, 2025

2. Groups

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   0 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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   KC Office shared this idea  ·  Sep 7, 2024

3. Assign to a Group for contacts, tasks, jobs, etc

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   Gathering Feedback  ·  4 comments  ·  Settings » Groups  ·  Delete…  ·  Admin →
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   KC Office supported this idea  ·  Sep 7, 2024

4. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

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   Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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5. Photos uploaded in correct sequence

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   Viewed  ·  16 comments  ·  Documents, Photos, Forms & Attachments » Photos  ·  Delete…  ·  Admin →
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6. Automation to add assignee to contact/job

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   0 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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7. Auto assign sales rep to new work orders

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   0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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8. Download PDF of forms

   13 votes

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   2 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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9. Sort Tasks newest to oldest

   24 votes

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   Viewed  ·  4 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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