Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller
35 minutes ago
in Leads
0
Needs review
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...
Multiple Cost Code Select in Bid Management RFP Packages
It would be extremely useful to be able to pick multiple cost codes when adding estimate items to bid RFP Pkg (see screenshot). It is very time-consuming and if someone isn't paying attention to what they already chose, they might duplicate entries.
Adam Clark
28 days ago
in Leads
0
Future consideration
Allow for multiple classification code selection instead of one at a time
Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest
3 months ago
in Leads
0
Future consideration
It would be great to have a plan take off module within leads. currently we are using other take of software, then transferring via Excel which is very clunky. We feel it is one of the biggest missing items within the software. this would also be ...
Paul Di Natale
about 1 month ago
in Leads
1
Needs review
For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Audrey Peebles
3 months ago
in Leads
0
Future consideration
It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles
3 months ago
in Leads
0
Future consideration