Search found 11 matches

by Kelli3828
Sun Jul 10, 2022 9:21 am
Forum: Suggestions / Feature Requests
Topic: Task list
Replies: 1
Views: 1482

Task list

It would be really helpful for an admin or owner to be able to complete multiple tasks at once - a check box system or something along those lines
by Kelli3828
Sun May 15, 2022 10:45 am
Forum: Suggestions / Feature Requests
Topic: Revised date on estimates
Replies: 1
Views: 1005

Revised date on estimates

Would love to see a "revised" date in addition to the Estimate date on Estimates. You can then see when the latest changes were made to the estimate
by Kelli3828
Tue Feb 08, 2022 11:08 am
Forum: Suggestions / Feature Requests
Topic: Create a template in Estimates and Orders
Replies: 1
Views: 1163

Create a template in Estimates and Orders

A template that could automatically pop up everyting someone went in to create an estimate and/or an order would be wonderful! In my situation, I would know that every estimate/order would always include that specific product, every single time!
by Kelli3828
Sun Jul 18, 2021 4:01 pm
Forum: Suggestions / Feature Requests
Topic: Enter deposits into estimates
Replies: 0
Views: 8478

Enter deposits into estimates

It would be helpful to be able to add a deposit into an estimate. We use estimates from the time the customer contacts us (could be many months prior) until the day they actually received all their items. During those months, they edit the items, change the amount of items needed, add, subtract, etc...
by Kelli3828
Sun Jul 18, 2021 3:58 pm
Forum: Suggestions / Feature Requests
Topic: Email notification option for phone
Replies: 1
Views: 2193

Email notification option for phone

It would be nice to have an email notification option for an iphone the same way there is for texts and orders and such :-)
by Kelli3828
Wed May 05, 2021 10:33 am
Forum: Suggestions / Feature Requests
Topic: Revised date
Replies: 0
Views: 8065

Revised date

It would be helpful to have a "revised date" on estimates as they are print out
by Kelli3828
Sat May 01, 2021 8:17 am
Forum: Suggestions / Feature Requests
Topic: Printing time cards
Replies: 0
Views: 7050

Printing time cards

Being able to print multiple time cards at one time would be a huge time saver
by Kelli3828
Tue Apr 27, 2021 12:52 pm
Forum: Suggestions / Feature Requests
Topic: More features available on phone app
Replies: 0
Views: 7368

More features available on phone app

I would love to be able to see the "status" of a CRM from my phone app

Being able to put in estimates and orders from phone app would be huge (especially for balloon people)!

Being able to take credit cards on orders from the phone app
by Kelli3828
Mon May 11, 2020 3:08 pm
Forum: Suggestions / Feature Requests
Topic: Pictures from phone in notees
Replies: 1
Views: 2279

Pictures from phone in notees

Hi there! It would be really helpful to be able to add a pictures from my phone and put it in the notes of my contact. When I make a balloon bouquet, Icould take a picture of the bouquet and put it in the notes of that contact to remind myself what they had last time. Many people call and say "remem...
by Kelli3828
Sat Apr 04, 2020 10:26 am
Forum: Suggestions / Feature Requests
Topic: Editing orders
Replies: 1
Views: 1796

Editing orders

I would be really helpful to be able to edit an order. People (my customers anyway - a lot of them being brides) change their mind all the time. We require a deposit for an order, so having to void the payment and then create a new order and then re-input that payment info could lead to mistakes - w...
by Kelli3828
Wed Mar 18, 2020 11:12 am
Forum: Suggestions / Feature Requests
Topic: Orders on calendar and put into contracts
Replies: 0
Views: 3999

Orders on calendar and put into contracts

It would be really helpful for my business for daily orders to show up on a calendar.

It would also be very helpful to be able to insert the "order" into the "contract"

Thanks for letting me share :-)