It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page
Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.