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  1. 5 votes

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    Would still need to consider an optional trigger here as different businesses process projects in different ways. 

    Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here. 

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    Stephen March commented  · 

    When creating an invoice from a project, it would be ideal to have the option to close the project when creating the invoice from tasks and expenses. We currently have the option to tick box to mark the project as closed when creating an invoice for the project amount, but not when creating an invoice from tasks and expenses.

    Suggest either adding the ability to transfer tasks and expenses over to the invoice when creating from a project amount invoice or alternatively a checkbox for a task and expenses invoice to have the option to close the project as well.

    Stephen March supported this idea  · 
  2. 191 votes

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    Stephen March supported this idea  · 
  3. 56 votes

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    Stephen March supported this idea  · 
  4. 97 votes

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    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

    Stephen March supported this idea  · 
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    Stephen March commented  · 

    I would go further and date stamp notes so you can have multiple notes against a project. As there may be multiple conversations held between an initial quotation and approval to proceed, this would help any subsequent team members understanding the history of conversations made with client prior to approval. Also helps with tracking when follow-ups with a client were held.

  5. 31 votes

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    Stephen March commented  · 

    This is essential for any project based company that receives funds via credit card or PayPal (effectively anyone who deal B2C). I am amazed this hasn't been completed yet as effectively you cannot check profitability of a project if you cannot allocate funds received to a project. how can you make an effective business decision if you have incomplete data

    Stephen March supported this idea  · 
  6. 200 votes

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    Stephen March supported this idea  · 
  7. 63 votes

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    Stephen March supported this idea  · 
  8. 78 votes

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    Stephen March supported this idea  ·