Settings and activity
5 results found
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72 votes
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
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16 votes
An error occurred while saving the comment Stephen March
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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
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158 votesStephen March
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49 votesStephen March
supported this idea
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53 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Stephen March
supported this idea
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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.