Settings and activity
102 results found
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35 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
Ilse Decruy
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10 votesIlse Decruy
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13 votesIlse Decruy
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28 votesIlse Decruy
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6 votesIlse Decruy
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8 votes
Hi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
Ilse Decruy
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16 votesIlse Decruy
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64 votesIlse Decruy
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10 votesIlse Decruy
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86 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
Ilse Decruy
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42 votesIlse Decruy
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50 votesIlse Decruy
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19 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Ilse Decruy
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139 votesIlse Decruy
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22 votes
Hi team, we appreciate feedback we have received here on the value being able to see the reference number from within the Quote and Invoices tab within projects could provide.
Being completely open this isn't something we have plans for developing at this time however we are aware of the interest and are continuing to track this idea. If there is any shift in movement we will share an update. Thanks
Ilse Decruy
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43 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Ilse Decruy
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71 votesIlse Decruy
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Ilse Decruy
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31 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
Ilse Decruy
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6 votesIlse Decruy
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