Settings and activity
25 results found
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109 votes
James Digby-Jones
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133 votes
James Digby-Jones
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63 votes
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James Digby-Jones
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47 votes
James Digby-Jones
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123 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.
James Digby-Jones
supported this idea
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100% essential. We are UK based and work with clients in other countries and often quote and invoice in USD and Euro.
We need to be able to set a project currency that flows through everything from setting up the initial project tasks and quotes and then invoices but also allows expected expenses to be set up in unique currencies as we work with sub-contractor suppliers worldwide and need the project profitability calcs to juggle everything correctly.