Settings and activity
6 results found
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36 votes
Hi Nicole thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. We will continue monitoring this space for more traction.
RFC Admin
supported this idea
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4 votes
Hi Ryan thanks for raising this with us. We appreciate the need for a Tracking option within the Projects space. While this is not available currently we will open this up fro the community so they can add their vote. Did you know if you've set up tracking categories, you can assign a category to use for the contact's transactions from the contact default section?
When you create a new transaction, click in the tracking field and the assigned category will populate (you don't need to select it from the list). You can refer to the subheading Default Settings here .Cheers!
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supported this idea
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209 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
RFC Admin
supported this idea
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19 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
RFC Admin
supported this idea
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15 votes
Hi Scott, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and opened it up for the community to add their support to it. We'll monitor this space in the meantime for visibility.
RFC Admin
supported this idea
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71 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
RFC Admin
supported this idea
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It would be so helpful to have the ability to track labor days in projects. Our company has both a financial budget and labour day budget. The labour day budget basically represents how much labour is incorporated with in the financial budget of the project. And for reference 1 labour day is 1 person for an 8-hour day. Also, if there was a way this could be linked to payroll data.