Office Group
My feedback
9 results found
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111 votes
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147 votes
We love this idea.
An error occurred while saving the comment Office Group
commented
I love this idea also. Very much agree that this would be super helpful.
Office Group
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23 votesOffice Group
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145 votesOffice Group
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59 votes
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.
Office Group
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20 votesOffice Group
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32 votesOffice Group
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162 votesOffice Group
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60 votes
Tasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
Office Group
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When I first started invoicing customers, I didn't realize how important it would be to create their invoices after I had created the job I was invoicing, and that I needed to be IN that job when I hit "Add Invoice" or it would be impossible to assign that invoice to that job.
So those invoices and all the old ones that imported from QuickBooks, can't be assigned to specific jobs, rather than the parent contact...and it would be really beneficial to be able to do that now (without going through and re-creating each and every invoice in order to have it related to those jobs). On top of this, there are some other reasons this would be handy to be able to do as well.