Settings and activity
2 results found
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86 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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Christopher Touma
supported this idea
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An error occurred while saving the comment Christopher Touma
commented
Follow up on certain tasks with clients. Reminder notes
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44 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
An error occurred while saving the comment Christopher Touma
commented
Forces people to use the online link.
Christopher Touma
supported this idea
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Can we please get an update on this. its an absolute must at this point. each task should have notes that can appear on the invoice if required.