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Richelle Brown

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  1. 213 votes

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    Richelle Brown commented  · 

    JN is there a timeline update on this? When I was at the Crew event in October of 2022 the developers had me test out an early function of this...what happened?

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    Richelle Brown commented  · 

    It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.

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  2. 2 votes

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    Richelle Brown shared this idea  · 
  3. 11 votes

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    Richelle Brown supported this idea  · 
  4. 13 votes

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    Richelle Brown supported this idea  · 
  5. 41 votes

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    Richelle Brown supported this idea  · 
  6. 147 votes

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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.

  7. 4 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.

  8. 80 votes

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    Richelle Brown supported this idea  · 
  9. 72 votes

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    Richelle Brown supported this idea  · 
  10. 11 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.

  11. 4 votes

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    Richelle Brown supported this idea  · 
  12. 45 votes

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    Richelle Brown supported this idea  · 
  13. 9 votes

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    Viewed  ·  0 comments  ·  Contacts & Jobs » Boards  ·  Admin →
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    Richelle Brown supported this idea  · 
  14. 28 votes

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    Richelle Brown supported this idea  · 
  15. 2 votes

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    Richelle Brown shared this idea  · 
  16. 150 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Richelle Brown supported this idea  · 
  17. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  18. 5 votes

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    Richelle Brown supported this idea  · 
  19. 19 votes

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    Richelle Brown supported this idea  · 
  20. 7 votes

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