Settings and activity
3 results found
-
29 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
An error occurred while saving the comment 
Rhianna Harby
supported this idea
·
-
43 votes
An error occurred while saving the comment Rhianna Harby
commented
Would save so much time - please prioritise this! A simple button to click and send them an invite to fill our their contact profile would be amazing!!!
Rhianna Harby
supported this idea
·
-
538 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Rhianna Harby
commented
Any updates on quote reminders becoming a feature?
An error occurred while saving the comment Rhianna Harby
commented
Also to add an accept decline button quotes - its a very manual process to go in and find the quote then click accept or decline once the client has advised their decision. Can the client do this on the quote too?
I want to be able to customise the default view of the home page for different staff levels.
EG I want staff to have access to ALL Sales & Purchases (not just their own), but I do not want them having the all Invoices Due and all Bills Owed info on the homepage.