Search found 17 matches

by Johnathon3901
Wed Jan 27, 2021 12:39 pm
Forum: Report a Bug
Topic: Text not showing in the text box
Replies: 1
Views: 452

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...
by Johnathon3901
Thu Oct 29, 2020 5:43 am
Forum: Report a Bug
Topic: Unmatched emails not updating
Replies: 1
Views: 1140

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.
by Johnathon3901
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: 1736

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.
by Johnathon3901
Wed Jun 03, 2020 9:20 am
Forum: Suggestions / Feature Requests
Topic: Cleaning up Sales Tax Reporting
Replies: 0
Views: 2358

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...
by Johnathon3901
Fri May 15, 2020 9:41 am
Forum: Suggestions / Feature Requests
Topic: Delayed Task
Replies: 2
Views: 1651

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...
by Johnathon3901
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: 1116

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.
by Johnathon3901
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: 1116

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"...
by Johnathon3901
Thu Apr 09, 2020 10:49 am
Forum: Suggestions / Feature Requests
Topic: Multiple "Custom Fields Columns" per contact
Replies: 0
Views: 3061

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...
by Johnathon3901
Thu Apr 09, 2020 10:41 am
Forum: Suggestions / Feature Requests
Topic: Editing orders
Replies: 1
Views: 1190

Re: Editing orders

I second this request
by Johnathon3901
Thu Apr 09, 2020 10:41 am
Forum: Suggestions / Feature Requests
Topic: Ability to cc: in individual emails sent to contacts
Replies: 1
Views: 1115

Re: Ability to cc: in individual emails sent to contacts

This does sound like a needed feature for emails
by Johnathon3901
Wed Apr 08, 2020 1:50 pm
Forum: Help / How to use AllProWebTools
Topic: Remove Free Shipping option from invoices
Replies: 1
Views: 1087

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?
Screenshot from 2020-04-08 15-49-35.png
Screenshot from 2020-04-08 15-49-35.png (26.34 KiB) Viewed 1087 times
by Johnathon3901
Wed Apr 08, 2020 1:43 pm
Forum: Help / How to use AllProWebTools
Topic: Sales are not showing in Sales Pipeline
Replies: 1
Views: 1023

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.
Screenshot from 2020-04-08 15-42-37.png
Screenshot from 2020-04-08 15-42-37.png (23.18 KiB) Viewed 1023 times
by Johnathon3901
Thu Apr 02, 2020 9:50 am
Forum: Suggestions / Feature Requests
Topic: Recurring tasks (options for how often)
Replies: 2
Views: 3065

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...
by Johnathon3901
Thu Apr 02, 2020 9:24 am
Forum: Report a Bug
Topic: Sales Pipeline bug
Replies: 1
Views: 897

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
by Johnathon3901
Thu Apr 02, 2020 7:55 am
Forum: Report a Bug
Topic: Time Card Clock in
Replies: 1
Views: 1000

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.
by Johnathon3901
Wed Apr 01, 2020 9:10 am
Forum: Suggestions / Feature Requests
Topic: Workflow Timeline Enhancement
Replies: 1
Views: 1173

Re: Workflow Timeline Enhancement

This sounds like it would be a great feature.
by Johnathon3901
Wed Mar 25, 2020 8:43 am
Forum: Suggestions / Feature Requests
Topic: Task Triggers
Replies: 4
Views: 2472

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.