Settings and activity
3 results found
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783 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Malin Hunter
supported this idea
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497 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Malin Hunter
supported this idea
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15 votes
An error occurred while saving the comment Malin Hunter
supported this idea
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In the "All Contacts" view, I would like to be able to see the "Group" next to the contact name. The change would allow me to quick and easy add individuals/companies to a group. Currently we have to open the contact to see if a group has been assigned. This is very time consuming if you forgot to add the the company to the group when setting up the contact initially.