Settings and activity
3 results found
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1 vote
Kath Milo
shared this idea
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269 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
An error occurred while saving the comment Kath Milo
supported this idea
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111 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Kath Milo
commented
I agree with Ryan Pillay - good to tidy up the quote screen, otherwise it becomes messy. Other option would be to add a 'Deleted' tab and move the deleted ones there upon deletion
An audit trail for client history would be invaluable. Also (and I'll post a new idea for this), our current PM system syncs to Companies House, which is extremely useful and time efficient when onboarding new clients