Settings and activity
4 results found
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44 votes
It's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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Skilltec Training
supported this idea
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97 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
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commented
Definitely this!! Also, you can put customers and suppliers into Groups, but you can't see what group they are in from the invoicing screen. I mention this because this it would potentially work with the checkbox that Ashley has mentioned?
Skilltec Training
supported this idea
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152 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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commented
This would be fantastic! Especially if you can assign tasks to other users too as someone else has suggested.
Skilltec Training
supported this idea
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142 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
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commented
It's great to have the New Invoice/Bill and View All buttons on the homepage but the layout is very busy. It definitely would be good to be able to customise what you see and/or be able to adjust the layout to suit.
Skilltec Training
supported this idea
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I agree this would be very helpful indeed.