Settings and activity
12 results found
-
1 vote
Thanks for your idea, Bevan. We don't have plans for providing an option to start a project from the Contacts record atm, but we'll gauge the interest for this from your idea, here.
Bevan Simpkin
shared this idea
·
-
2 votes
An error occurred while saving the comment Bevan Simpkin
supported this idea
·
-
5 votes
An error occurred while saving the comment Bevan Simpkin
commented
Under Products & services, when you bring up a product, it needs the ability to click "generate Purchase Order for this item"
This would open a Purchase Order, and prepopulate the product. Having it select the default supplier would be even better, but at least can we get the core function?Bevan Simpkin
supported this idea
·
-
486 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Bevan Simpkin
supported this idea
·
-
46 votesBevan Simpkin
supported this idea
·
-
231 votesBevan Simpkin
supported this idea
·
-
116 votesBevan Simpkin
supported this idea
·
-
175 votesBevan Simpkin
supported this idea
·
-
23 votesBevan Simpkin
supported this idea
·
-
41 votesBevan Simpkin
supported this idea
·
-
17 votesBevan Simpkin
supported this idea
·
-
152 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Bevan Simpkin
supported this idea
·
Need to be able to click the + and select "New Project" without having to go into projects, then start from there