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Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...

Colton Cooper 7 months ago in Lead Directory / Maps Geo Location 0 Future consideration

2 VOTE

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...

Tim Smith about 1 year ago in Importing Excel Templates 0 Future consideration

1 VOTE

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items

Guest 8 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

1 VOTE

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.

Sue Parker 9 months ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

1 VOTE

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...

Guest 11 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

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