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Jenny Eames

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  1. 157 votes

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    Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Jenny Eames supported this idea  · 
  2. 17 votes

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  3. 59 votes

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    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

    Jenny Eames supported this idea  · 
  4. 172 votes

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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

    Jenny Eames supported this idea  · 
  5. 10 votes

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  6. 8 votes

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    Jenny Eames supported this idea  · 
  7. 67 votes

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    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.

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    Jenny Eames commented  · 

    Have you tried using the "Description" section where you create the Contact or Job?

    Jenny Eames supported this idea  · 
  8. 31 votes

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  9. 16 votes

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  10. 23 votes

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  11. 10 votes

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  12. 5 votes

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    1 comment  ·  Communication » Email  ·  Admin →
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  13. 11 votes

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    1 comment  ·  Communication » Email  ·  Admin →
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  14. 21 votes

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  15. 123 votes

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    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

    Jenny Eames supported this idea  · 
  16. 121 votes

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  17. 28 votes

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  18. 4 votes

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  19. 32 votes

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    Viewed  ·  9 comments  ·  Integrations » Bookkeeping  ·  Admin →
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  20. 14 votes

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    Viewed  ·  1 comment  ·  Integrations » Bookkeeping  ·  Admin →
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    Jenny Eames supported this idea  · 
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