Settings and activity
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3 votes
Similarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.
That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.
To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.
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Freya Pieroz
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25 votes
Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
Freya Pieroz
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30 votesFreya Pieroz
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2 votes
Thanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.
In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.
We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.
Freya Pieroz
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3 votesFreya Pieroz
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268 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
Freya Pieroz
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5 votesFreya Pieroz
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35 votesFreya Pieroz
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17 votesFreya Pieroz
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56 votesFreya Pieroz
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4 votesFreya Pieroz
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4 votes
Sorry to hear the changes are not to your liking, Oliver. While we won't be changing back I can definitely share any specifics that you'd like to see changed. Can you give me any more detail on what it is about the new look that you don't like?
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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6 votesFreya Pieroz
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4 votesFreya Pieroz
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101 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Freya Pieroz
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15 votesFreya Pieroz
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213 votesFreya Pieroz
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298 votesFreya Pieroz
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@Kelly that seems really cumbersome, opening an extra tab and doing a search just so I can open a tab, when I have to do the same search in the tab I'm already in to do the function I'm utilising.
(Also, I don't use CTRL-click, I use the middle mouse button / scroll wheel button because that uses fewer clicks and less effort.)