It would be useful to have triggers and actions available for project templates instead of actively generated projects only. For example, we'd like to set up certain reoccurring actions such as emails upon closing a project.
For Completed tasks we have the option to Show or Hide them. If we choose to show them, they stay in the main list and there is no way to sort the list by task status. Is there a way for completed tasks to show in a list below the uncompleted tasks so that we still can access/view them - but they will also be "out of the way" of the current tasks?
This would be a contact type different than Client/Prospect/Lead but would list vendors: people/companies that you buy good or services from.It should be something that lists basic contact info, but would also allow us to add what we paid them for and Mark/Connect as an option, to a specific project. We should be able to decide to let client see that purchase or not/bill the client and up charge if need be, and there should also be a way to send a bill to a vendor. That way, we could generate expense reports for the end of the year for our business.Sample Uses:
-I buy supplies for my business, I track that as an expense, upload a receipt, and use the store as a vendor.-I buy a plug-in for a client project. I track that company as a vendor, connect the expense to my client’s project. They see and are billed for the plug-in.-I sub-contract a part of a clients project to a third party. The third party is a vendor. I give them access to the task they are part of. On my end, I see how much they charged me, but in the clients end they see what I am charging them for it (usually slightly up charged from sub-contractor).In reports, I can do expense reports, reports by expense type, vendor, etc.I should also be able to add vendors to circles and message them from within the system.
To prevent double data entry, I would like to be able to create tasks in a proposal. Then, once the proposal is approved, a project is automatically created and they automatically become tasks of the project (with the ability to add more tasks to it). This would help with work flow and data entry.
Our clients are not tech savvy at all. But they do always have their phones on them and will look out for texts. Email is a different story. That's why it's so important to have SMS NOTIFICATIONS and not just email.
Company First mode sends contract, proposals, invoices etc to the same person. It would be great to have the ability to have 'Departmental Contacts' i.e. Invoices go to accounts, Contracts go to Legal, proposals go to Primary Contact etc by default, with the ability to overide on a case by case basis/
Show a remaining hours available on a project by taking the estimate and subtracting the hours entered via timers. This should be visable on the project as well as a report to view remaining project hours on each client.
We need to be able to set appointments with the team that recur weekly/monthly like meetings, performance reviews or mental health check ins with staff.Currently we can only add appointments with clients. And if we create meetings as tasks, we can't make them appear on the calendar weekly or assign to multiple team members.