Dana Brown
My feedback
17 results found
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214 votes
An error occurred while saving the comment This 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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15 votes
An error occurred while saving the comment The 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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70 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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.