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  1. 1 vote

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    Stephen March shared this idea  · 
  2. 181 votes

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    Stephen March supported this idea  · 
  3. 50 votes

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    Stephen March supported this idea  · 
  4. 84 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. 22 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. 188 votes

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    Stephen March supported this idea  · 
  7. 57 votes

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    Stephen March supported this idea  · 
  8. 69 votes

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    Stephen March supported this idea  ·