Settings and activity
8 results found
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5 votes
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
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200 votesStephen March
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64 votesStephen March
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104 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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An error occurred while saving the comment Stephen March
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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.
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35 votes
An error occurred while saving the comment 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
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217 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Stephen March
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69 votesStephen March
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84 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
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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.