Deneen
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21 votesDeneen
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54 votesDeneen
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commented
This would be helpful so we don't have to open the invoice to see the due date.
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236 votesDeneen
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7 votes
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I created a "On Hold" status and move those job to that status on the board to be able to go back to them at a later date.
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141 votes
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.
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2 votesDeneen
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50 votesDeneen
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14 votes
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Some customers have multiple jobs, so posting to the specific job would be helpful. Only posting in the contact activity log leads to just run on conversations with no reference to what job and no idea to what it is referring. I currently have a customer who is also a sub-contractor, so his contractor conversations are showing up along next to his job conversations. It's a mess.
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22 votesDeneen
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12 votesDeneen
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When there is more than one contact on a job, you should be able to text both of them in a group text in Engage.