Richelle Brown
My feedback
32 results found
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31 votes
An error occurred while saving the comment -
10 votes
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3 votes
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223 votes
An error occurred while saving the comment 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?
An error occurred while saving the comment 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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10 votes
An error occurred while saving the comment Would love the ability to have automations be recurring (weekly, monthly, similar to a calendar option when making an appointment). I have several follow up emails sent to clients and sales reps based on how long a job or work order has been in a current status and would like to set those up to automatically send instead of having to create multiple different automations.
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11 votes
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14 votes
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54 votes
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152 votes
An error occurred while saving the comment 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.
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4 votes
An error occurred while saving the comment 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.
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85 votes
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77 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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11 votes
An error occurred while saving the comment 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.
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6 votes
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49 votes
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10 votes
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31 votes
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3 votes
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153 votes
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2 votes
Being able to update the pricing on products & services through downloading a spreadsheet / uploading or mass editing tool is needed ASAP especially now that editing that way through Sumoquote is no longer allowed.