I have a couple of feature requests that would be really useful for us if possible:
The ability to search for a quote number in the main search bar
The ability to search for a contact name in the main search bar (i.e. the first and last name of a contact under a client/supplier) in the main search bar
Is there a keyboard shortcut to save a job you have just created or are working on? If not, this would be very handy.
The ability to add the cost for a product, and then specify the margin within that project, which then calculates the sell price automatically. At the moment we are doing this manually by calculator which seems archaic. I understand you can specify a default margin within your list products, however we want the ability to quickly change this for a particular project depending on the size of the job etc. This is a feature built into workflowmax (which we recently moved over from) which we used all the time.
Let me know if anything is unclear or if you need further information.
Kind Regards,
Carey Woodbury
Door Frame Sales & Admin
6 Votes
3 Comments
Sorted by
J
Jo Knottposted
about 1 year ago
Brilliant Tony. Thank you.
0 Votes
T
Tony Harcourtposted
about 1 year ago
Admin
Hi team,
All of these are done and will be released in the coming week - with the exception the contact name search . Because the contact is a secondary object (and belongs to either a client or supplier) AND the name field request First name and Last name be joined to search, this is a very expensive query if we don't do it perfectly. We might add that one later if it's upvoted separately
FYI - The Keyboard Shortcut will be Ctrl + S
Regards,
Tony
0 Votes
J
Jo Knottposted
over 1 year ago
I support the feature where the default mark up can be adjusted per project (as a whole).
I have a couple of feature requests that would be really useful for us if possible:
The ability to search for a quote number in the main search bar
The ability to search for a contact name in the main search bar (i.e. the first and last name of a contact under a client/supplier) in the main search bar
Is there a keyboard shortcut to save a job you have just created or are working on? If not, this would be very handy.
The ability to add the cost for a product, and then specify the margin within that project, which then calculates the sell price automatically. At the moment we are doing this manually by calculator which seems archaic. I understand you can specify a default margin within your list products, however we want the ability to quickly change this for a particular project depending on the size of the job etc. This is a feature built into workflowmax (which we recently moved over from) which we used all the time.
Let me know if anything is unclear or if you need further information.
Kind Regards,
Carey Woodbury
Door Frame Sales & Admin
6 Votes
3 Comments
Jo Knott posted about 1 year ago
0 Votes
Tony Harcourt posted about 1 year ago Admin
Hi team,
All of these are done and will be released in the coming week - with the exception the contact name search . Because the contact is a secondary object (and belongs to either a client or supplier) AND the name field request First name and Last name be joined to search, this is a very expensive query if we don't do it perfectly. We might add that one later if it's upvoted separately
FYI - The Keyboard Shortcut will be Ctrl + S
Regards,
Tony
0 Votes
Jo Knott posted over 1 year ago
1 Votes
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