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...
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.
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...
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.
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...
We use our picklist as a packing slip and provide one to customers. No where on it is our name or logo. Can this be added? Logo top left - Order # top right
Graph at the top of the material transactions should be a line graph that shows the increases and decreases of inventory over time
This would be helpful because we would be able to view patterns of use. Secondly and more importantly, the graph doesn't work/show anything at all currently.
Inventory level in Materials list should match the quantity that shows at the top of the materials transactions lists (where the graph is currently located)
Essentially there should be better data heading and descriptions because it seems like these numbers should match, but it's possible they are purposefully different.
Increase functionality of material inventory transactions
Notes in inventory transactions do not appear anywhere and we are unable to see them again since this section is not editable. The item value should automatically transfer from the material item section into the material inventory transaction entr...
The manual PO form is very rigid and does not allow for any notes or instructions, or even added fees from the vendor like shipping, or any other fees from the vendor beyond the item price. A few simple text boxes would make a huge difference in c...