Settings and activity
58 results found
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8 votes
An error occurred while saving the comment Elisa Harris supported this idea · -
47 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Elisa Harris commentedAbsolutely! So many clients share the same exact details - seems a bit unnecessary to have to type the exact same thing multiple times when adding a group of clients. Not to mention the margin for error...
Elisa Harris supported this idea · -
10 votesElisa Harris supported this idea ·
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5 votesElisa Harris supported this idea ·
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191 votesElisa Harris supported this idea ·
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22 votesElisa Harris supported this idea ·
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9 votesElisa Harris supported this idea ·
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17 votesElisa Harris supported this idea ·
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4 votesElisa Harris supported this idea ·
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6 votesElisa Harris supported this idea ·
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22 votes
An error occurred while saving the comment Elisa Harris commentedThis is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris supported this idea · -
Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
5 votesElisa Harris supported this idea · -
9 votesElisa Harris supported this idea ·
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21 votes
An error occurred while saving the comment Elisa Harris commentedYes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!
Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.
Elisa Harris supported this idea · -
20 votesElisa Harris supported this idea ·
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31 votesElisa Harris supported this idea ·
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14 votesElisa Harris supported this idea ·
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2 votesElisa Harris supported this idea ·
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27 votes
An error occurred while saving the comment Elisa Harris commentedThis is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris supported this idea · -
10 votes
An error occurred while saving the comment Elisa Harris commentedThis is critical to us with the large number of client updates we do on a regular basis!
Elisa Harris supported this idea ·
Absolutely! We also came from Handi and that was one function I used all the time.