As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.
Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.
Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
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Future consideration
