Settings and activity
27 results found
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17 votes
James Digby-Jones
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78 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. 🙂
James Digby-Jones
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79 votesJames Digby-Jones
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97 votesJames Digby-Jones
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48 votes
An error occurred while saving the comment James Digby-Jones
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32 votesJames Digby-Jones
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97 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
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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.