Settings and activity
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20 votes
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Glen Smith
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8 votesGlen Smith
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765 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Glen Smith
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Keen to see this feature. I'd also like to see placeholders similar to repeating invoices to automate date ranges for reports when scheduled for the future. e.g. a placeholder to set the date range to start 3 months ago, finish end of month last month, etc
Glen Smith
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Add Contact Address, Phone number and Email fields to the report column selection for all reports related to invoices, quotes, etc where contact name is available. I send out reminders letters about preventative maintenance to my customers based on the anniversary of the invoice and currently we have to manually lookup the address for every customer which is very time consuming.