Katie Ward
My feedback
4 results found
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22 votes
An error occurred while saving the comment -
17 votes
An error occurred while saving the comment Katie Ward commentedWould like to add the "Contact Type" column that is on contact reports to budget reports
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91 votes
An error occurred while saving the comment Katie Ward commentedWould like to be able to require sales reps and other users to select a certain lead type before entering a new Contact or Job
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172 votes
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.
An error occurred while saving the comment Katie Ward commentedWould like to be able to add a phone number to Job, not just Contact, in case there are different phone numbers for the two.
Would like to change what the default setting is for sections like status, contact type, sales rep, etc. on a new contact instead of JN just picking the option at the top of the list.