Josh
My feedback
96 results found
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2 votes
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42 votes
An error occurred while saving the comment -
50 votes
An error occurred while saving the comment I would like to piggyback this with the ability to "pin" or "flag" certain notes with important information to the top of the Notes page.
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5 votes
An error occurred while saving the comment The work around I found for this is to create standard templates for emails. I put our logo and contact information in the top and create a signature at the bottom that inputs the assigned Project Manager's name or a generic signature with "Production Team" or just our company name. I just label the templates "Rep Sig" or "Gen Sig". I apply the templates to every email that goes out and so far its worked. It would be GREAT to have this built in, but until it is, this seems to work for us.
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4 votes
An error occurred while saving the comment This would be amazing to have! I ended up having to create a custom field on our Work Orders that lists the supplier used, but it would be much more convenient to have it on the actual Material Order.
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3 votes
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16 votes
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1 vote
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4 votes
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2 votes
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2 votes
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4 votes
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4 votes
An error occurred while saving the comment As a work around to this for our reps, I created custom Task Types and used the Project Mgr's name in the title of the task. Then I add the details in the description or refer them back to account notes, but this only works within the system. Being able to "label" the notification that is sent as a Task, Follow-Up, Urgency of said task, etc. would be great!
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14 votes
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6 votes
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3 votes
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2 votes
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4 votes
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11 votes
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1 vote
I do believe this has been rolled out but I would like to add in that when using the @groups feature, can it NOT send the notification to the person who posted the note if they are within that group? Example: I created an @admin group. I am in this group and need to use it to notify other admins but I don't need the notification sent to me.