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12 results found

1. Show name of who is assigned to what task on calendar

   13 votes

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   2 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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   Shannon Colley commented  ·  Jul 13, 2021  ·  Edit…  ·  Delete…

   I second this! We have a large operation and the colors are now quite similar. Having the name assigned would be a huge help when our scheduler does appts!

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   Shannon Colley supported this idea  ·  Jul 13, 2021

2. Internal Messaging/emailing system within system with employees

   8 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Shannon Colley shared this idea  ·  Mar 12, 2021

3. In app chat

   10 votes

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   0 comments  ·  Communication  ·  Delete…  ·  Admin →
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   Shannon Colley shared this idea  ·  Feb 22, 2021

4. Add checkbox next to phone # to indicate primary point of contact

   4 votes

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   0 comments  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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   Shannon Colley supported this idea  ·  Feb 22, 2021

5. Adding additional contact fields

   25 votes

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   1 comment  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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   Shannon Colley supported this idea  ·  Feb 22, 2021

6. Manually able to enter Invoice Number or Job number on Estimates/invoices

   8 votes

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   2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Shannon Colley shared this idea  ·  Feb 22, 2021

7. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

   165 votes

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   Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Shannon Colley supported this idea  ·  Feb 22, 2021

8. Referral Name Textbox for Lead Sources

   9 votes

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   Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Shannon Colley supported this idea  ·  Feb 22, 2021

9. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

   97 votes

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   Gathering Feedback  ·  21 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Shannon Colley supported this idea  ·  Feb 22, 2021

10. Have multiple Sales Reps linked to a Contact/Job record

    14 votes

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    0 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Shannon Colley supported this idea  ·  Feb 22, 2021

11. Conditional Field for Contacts and Jobs

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    44 votes

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    Viewed  ·  6 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Shannon Colley supported this idea  ·  Feb 22, 2021

12. Enable entry of customers with the same name and not have to modify

    6 votes

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    1 comment  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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    Shannon Colley shared this idea  ·  Feb 22, 2021