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Keith Kaan

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  1. 9 votes

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 26 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan supported this idea  · 
  3. 6 votes

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    Viewed  ·  0 comments  ·  Financials » Material Orders  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan shared this idea  · 
  4. 51 votes

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    9 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

    Keith Kaan supported this idea  · 
  5. 25 votes

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    Viewed  ·  2 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan supported this idea  · 
  6. 29 votes

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    Started  ·  4 comments  ·  Financials » Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan supported this idea  · 
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    Keith Kaan commented  · 

    A YES vote. I'd like to show both Cost and Sales amount subtotals. Subtotal each section, then a grand total at the end... This should apply to Work Orders as well.

  7. 46 votes

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    Viewed  ·  11 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan commented  · 

    Without Task Dependencies it is difficult to look forward and get and idea of what and when tasks are scheduled. Keeping tracking of multiple jobs with may sequential tasks is all but impossible without task dependencies.

    Each task would typically have a duration and a dependency connection to the previous task (or tasks). Usually the next task starts as soon as it's predecessor is complete, but one can slide it out and needed for rescheduling. All subsequent tasks would automatically move.

    The start and stop date for a job, could be manually specified, but normally it is the start date of the first task and the calculated completion date of the last task that determines Job beginning and end times. Move a task and Job dates move as needed.

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    Keith Kaan commented  · 

    I had experience with Wrike and one of the really nice features was the time based display. Besides being able to visualize all the pieces of a job, you could interactively move tasks around to affect start and stop dates or open a task for editing.

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  8. 3 votes

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    1 comment  ·  Calendar & Tasks » Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 78 votes

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    13 comments  ·  Contacts & Jobs » Maps  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan commented  · 

    You have to be a bit careful here and provide the option to override. In rural america, addresses are not always accurate or in the address database.

  10. 12 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 16 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Tags  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan commented  · 

    I totally agree with Kevin on having tags for different record types. Tags for customers would be different from tags for Jobs, and Job tags would most likely be different from Task Tags.

  12. 18 votes

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    2 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!

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    Keith Kaan commented  · 

    In addition to sorting by tags, it would be very useful if automation rules could test for tags and when it creates things like tasks one should be able to assign an appropriate tag to the task being created.

  13. 4 votes

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    0 comments  ·  Contacts & Jobs » Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 16 votes

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    Viewed  ·  0 comments  ·  Calendar & Tasks » Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan supported this idea  · 
  15. 16 votes

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    Viewed  ·  3 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 19 votes

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    Viewed  ·  1 comment  ·  Calendar & Tasks » Tasks  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 18 votes

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    Viewed  ·  2 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 12 votes

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    Viewed  ·  2 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    Keith Kaan supported this idea  · 
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    Keith Kaan commented  · 

    I have a task report that is grouped by the Job to which the task is assigned. However the report also show lots of jobs that show up that do not have any related items. I can't seem to filter them out.

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