Search found 17 matches
- Wed Jan 27, 2021 12:39 pm
- Forum: Report a Bug
- Topic: Text not showing in the text box
- Replies: 1
- Views: 901
Text not showing in the text box
I sent a few texts to a client and asked for confirmation of those texts being received. She replied, but I was unaware since the text did not show up in the text box. When I went to her customer file, the text she sent was there. It just didn't show up in the text box. Obviously, it would be helpfu...
- Thu Oct 29, 2020 5:43 am
- Forum: Report a Bug
- Topic: Unmatched emails not updating
- Replies: 1
- Views: 1653
Unmatched emails not updating
My unmatched emails are not updating and have not since August 11th. Aug 11 is the last ones I have in the system. I am talking about the unmatched email tab in the email folder in the setting menu.
- Fri Jun 05, 2020 10:26 am
- Forum: Report a Bug
- Topic: Google Calendar Integration not working since Updating to 5.5
- Replies: 6
- Views: 3027
Google Calendar Integration not working since Updating to 5.5
Since updating to 5.5, my calendar is not working. I have disconnected and reconnected my Google Calendar integration and it still is not working since the update.
- Wed Jun 03, 2020 9:20 am
- Forum: Suggestions / Feature Requests
- Topic: Cleaning up Sales Tax Reporting
- Replies: 0
- Views: 3104
Cleaning up Sales Tax Reporting
I really need Sales Tax reporting to mirror my QB reports where the total amount of sales of each surtax rate are listed in the same line as each amount of surtax collected. It would also be helpful if the sales tax rates were capable of being combined to reduce the quantity of numbers listed that a...
- Fri May 15, 2020 9:41 am
- Forum: Suggestions / Feature Requests
- Topic: Delayed Task
- Replies: 2
- Views: 2516
Delayed Task
I would like to be able to set task for the future, much like setting a later date for an email to go out to a contact. So I would set the task to become active and show up on my task list later, not showing up at all until that date arrives or maybe showing up in its own section at the bottom liste...
- Thu Apr 09, 2020 11:05 am
- Forum: Suggestions / Feature Requests
- Topic: Ability to Edit multiple Contacts from the View All page
- Replies: 1
- Views: 1571
Re: Ability to Edit multiple Contacts from the View All page
right now I have well over 1000 contacts that need to be edited. This will take 40 forevers opening one at a time.
- Thu Apr 09, 2020 10:58 am
- Forum: Suggestions / Feature Requests
- Topic: Ability to Edit multiple Contacts from the View All page
- Replies: 1
- Views: 1571
Ability to Edit multiple Contacts from the View All page
When I select 'View All Contacts" a page opens with some general information. It would be nice if you could update that info from that page- without having to go into each client one at a time. Example: I would like to assign or change managers on many contacts. I would be able to click on "manager"...
- Thu Apr 09, 2020 10:49 am
- Forum: Suggestions / Feature Requests
- Topic: Multiple "Custom Fields Columns" per contact
- Replies: 0
- Views: 3736
Multiple "Custom Fields Columns" per contact
We have many contacts who book more than one event at a time. The most recent event info (sign up box info) shows up automatically in their Contact Page under "Custom Fields". It would be great if they could have more than one set of "Custom Fields" shown on a Contacts page. I would like each time a...
- Thu Apr 09, 2020 10:41 am
- Forum: Suggestions / Feature Requests
- Topic: Editing orders
- Replies: 1
- Views: 1821
Re: Editing orders
I second this request
- Thu Apr 09, 2020 10:41 am
- Forum: Suggestions / Feature Requests
- Topic: Ability to cc: in individual emails sent to contacts
- Replies: 1
- Views: 1574
Re: Ability to cc: in individual emails sent to contacts
This does sound like a needed feature for emails
- Wed Apr 08, 2020 1:50 pm
- Forum: Help / How to use AllProWebTools
- Topic: Remove Free Shipping option from invoices
- Replies: 1
- Views: 1403
Remove Free Shipping option from invoices
Our business does not offer shipping, how can I avoid using shipping options and having them appear on my invoices?
- Wed Apr 08, 2020 1:43 pm
- Forum: Help / How to use AllProWebTools
- Topic: Sales are not showing in Sales Pipeline
- Replies: 1
- Views: 2775
Sales are not showing in Sales Pipeline
I created an order for a total of 25 cents yesterday and when I go to my pipeline, I do not see the 25 cent order in the list of paid orders.
- Thu Apr 02, 2020 9:50 am
- Forum: Suggestions / Feature Requests
- Topic: Recurring tasks (options for how often)
- Replies: 2
- Views: 3901
Recurring tasks (options for how often)
When I go to create a recurring task, it would be great if there was the option to have the task come up "monthly on a certain day". Given that every month has a differing number of days, it would make monthly reminders (like paying sales tax, sending monthly invoices, etc..) an easier thing to reme...
- Thu Apr 02, 2020 9:24 am
- Forum: Report a Bug
- Topic: Sales Pipeline bug
- Replies: 1
- Views: 1203
Sales Pipeline bug
The "next call date" button on my sales pipeline does not work. The other headers will sort when clicked on but the "Next Call Date" does not
- Thu Apr 02, 2020 7:55 am
- Forum: Report a Bug
- Topic: Time Card Clock in
- Replies: 1
- Views: 1293
Time Card Clock in
Hi,
I cannot use the web browser to clock in online. It works on my phone, but doesn't on the computer.
I cannot use the web browser to clock in online. It works on my phone, but doesn't on the computer.
- Wed Apr 01, 2020 9:10 am
- Forum: Suggestions / Feature Requests
- Topic: Workflow Timeline Enhancement
- Replies: 1
- Views: 1878
Re: Workflow Timeline Enhancement
This sounds like it would be a great feature.
- Wed Mar 25, 2020 8:43 am
- Forum: Suggestions / Feature Requests
- Topic: Task Triggers
- Replies: 4
- Views: 3651
Task Triggers
How awesome would it be to have a Task completion generate a trigger for another task, email ,etc.?
Example:
Liz completes the task "contact client via phone", and an email is automatically sent to that client 1 hr later - "It was nice talking with you."
Like a drip campaign for tasks.
Example:
Liz completes the task "contact client via phone", and an email is automatically sent to that client 1 hr later - "It was nice talking with you."
Like a drip campaign for tasks.