To be able to more easily create a process built from each step in the production resources, and being able to use that process on new pricing engine builds so operations doesn't need to time track each and every little step, but they are still ac...
Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected
When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.
Add column due date editable in page "List Estimate/Jobs"
This would look like the 2 status columns, one that is fixed and the other that is editable. This would allow for mass editing of end dates without going into the quote or job each time.
Email notifications avalaibles by job status change
It would be interesting to have the possibility to activate an email notification by job status change. Example: on the "Billing" status, if the notification is activated, an automatic personalized email is sent to warn the customer that the job i...
The settings in Scheduling are global instead of at a user level. This is a problem for companies with multiple facilities, or really just people in different positions in the same facility. Swapping these to user settings would be very helpful
The only edits that can currently be made to an estimate is to the product engine. No additional materials or prouction functions can be added onthe back end as they can with jobs. This would be hugely beneficial to be considered with other change...
Ability to choose a default List View within List Estimates/Jobs everytime an admin user logs in.
We do have ability to choose Home page url either as Quick List or List Estimates/jobs view from general settings however there should be a global setting or list level setting to set as default list( at the top) every time admin user logs in.
Hello, it would be good to be able to use the suppression of materials according to quantities, in our case books. possibly that formulas can be put in, for example: x > Q1 (greater than quantity) x < Q1 (less than the quantity) x ≥ Q1 (grea...
In addition to having the possibility of copying work for a new order, it would be interesting to have the additional functionality "Copy this job for a new estimate". Because in some cases, it is necessary that the customer validates again this e...