Welch
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14 results found
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1 voteWelch
shared this idea
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3 votes
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32 votes
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11 votes
An error occurred while saving the comment Welch
commented
When I assign a team member to a contact, their picture shows up in a bubble when viewing contacts on my boards. However, when I assign a project manager to the contact as well, it changes the picture to the production managers.I need to assign my production managers to the contact so that they can upload photos but I do not want their picture to display. Allow us to choose whose picture we would like to display.
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51 votes
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44 votes
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11 votesWelch
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8 votes
An error occurred while saving the comment Welch
commented
We have GlobalPayments enabled and want to be able to either remove the surcharge information or move the surcharge to the footing of the estimate because we have certain estimate templates where we don't want to show a total..more like options estimates. We are fine with how it shows up on invoices because that's where the customer will actually pay from, but we want the option to move or remove it from estimates.
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73 votes
An error occurred while saving the comment Welch
commented
Allow us to see all incoming texts and emails on the homepage so we can easily access and connect with our contacts from one place.
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1 vote
An error occurred while saving the comment Welch
commented
Create a hyperlink under Contacts and Jobs where we can link Google Drive and upload batches of photos to our contacts and jobs
Welch
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7 votes
An error occurred while saving the comment Welch
commented
We need admin access on the mobile app. The app is only functional for team members, but as a manager it is completely useless if we can't see our teams tasks or assign tasks within the app. This was a function on the old app and it is crucial that we get it on the new app before the old app isn't available!!
Welch
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4 votes
An error occurred while saving the comment Welch
commented
Allow a signature on a form so our sales people and/or contacts can confirm the form was filled out correctly
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32 votes
An error occurred while saving the comment Welch
commented
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149 votes
An error occurred while saving the comment Welch
commented
Sync contacts to Google Maps so we can map out our contacts rather than using the app.
We want to be able to change the amount of time allotted to sign an estimate. We work with a lot of contractors and third parties and it often takes more than three days to get a signature on our documents.