Dana Brown
My feedback
14 results found
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16 votes
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228 votes
An error occurred while saving the comment Dana Brown commentedThis seems like such a base level option - an update on when this might be added? The last admin thread response was nearly three years ago!
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16 votes
An error occurred while saving the comment Dana Brown commentedThe double entering is exactly why we chose to migrate away from our previous CRM - If the pathways exist to transfer invoices and estimates to customers then they exist to transfer from workorder to bill for subcontractors. With the new Beacon integration I am hopeful that it can also include the ability for our orders to automatically sync into QBO as bills. Is that in the future?
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72 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
Dana Brown supported this idea ·
It is becoming more and more critical as our teams grow and roles change that we have functional teams that can share information without specifiying each member in every single communication.