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Richelle Brown

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  1. 26 votes

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    Richelle Brown supported this idea  · 
  2. 4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. 3 votes

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    1 comment  ·  General  ·  Admin →
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    Richelle Brown commented  · 

    I know it's not what you are looking for, but a workaround is that when you store a document anything you type in the description box is searchable. so if you upload insurance paperwork and make it a rule to enter the claim number in the box then that claim number is searchable.

  4. 2 votes

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    Richelle Brown commented  · 

    This is exactly what the budget tracks, you can create a template to make it even easier then just go fill in the costs as they occur and add in the revenue when complete.

  5. 59 votes

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    Richelle Brown supported this idea  · 
  6. 70 votes

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  7. 9 votes

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    Richelle Brown commented  · 

    You can do this and we do it all the time. You just can't do when you are adding a line, add the line first with a $0 amount and then change it to a negative number. It helps to create a template with a bunch of line items with a place holder like X or "material" and then you just edit the budget as you go with actual vendor/amount.

  8. 2 votes

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    Richelle Brown supported this idea  · 
  9. 37 votes

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  10. 1 vote

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  11. 7 votes

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    Viewed  ·  0 comments  ·  Contacts & Jobs » Boards  ·  Admin →
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  12. 24 votes

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  13. 2 votes

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  14. 1 vote

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    0 comments  ·  General  ·  Admin →
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  15. 147 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Richelle Brown supported this idea  · 
  16. 2 votes

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    0 comments  ·  General  ·  Admin →
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  17. 2 votes

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  18. 4 votes

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    1 comment  ·  General  ·  Admin →
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    Richelle Brown supported this idea  · 
  19. 2 votes

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    0 comments  ·  General  ·  Admin →
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  20. 51 votes

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    Viewed  ·  8 comments  ·  Settings » Access Profiles  ·  Admin →
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    Richelle Brown commented  · 

    This is especially a problem when you sync your software with Quickbooks! Please JN make this possible ASAP. I hate the EVERYONE can just add products to anything they touch!

    Richelle Brown supported this idea  · 
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