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Feature Requests
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Account Management (10)
Time Tracking (3)
Clients (14)
Contacts (3)
Tasks (13)
Templates (5)
Projects (30)
Integrations (10)
Misc (18)
Notifications (5)
Reporting (11)
Email (5)
Add 'Due Next Month' option to Due Date Filter
I find it inconvenient to manually select 'Custom' each time I want to sort jobs due next month. It would be very helpful to have a 'Due Next Month' option directly in the Due Date dropdown on the Jobs page, making it easier to organize and view upcoming tasks.
0
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Projects
2
Labels
Labels would be great to change, add, delete, etc. on the main Projects screen. Also, sortable. Thanks!
2
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planned
3
Mass Delete Clients/Contacts
I have a bunch of clients and contacts I want to remove from the system but I have to do it one by one. Mass delete would be nice
0
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Clients
1
Hide Inactive Clients from Dropdowns
I find it inconvenient that inactive clients still appear in dropdown menus. It would be beneficial to have a feature that allows us to hide inactive clients from dropdown lists, making it easier to manage active clients without unnecessary clutter.
0
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Misc
1
Client-specific project name filtering in dropdowns
When I filter by client and then try to select a project, I still see project names from all clients in the dropdown. It would be beneficial if the dropdowns could automatically filter project names based on the client filter applied on the Projects page. This would streamline the process and make it easier to find specific projects within a client's work.
0
2
Mass Apply/Remove Labels
0
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Projects
6
Search table box for Contacts
Please make a search the table box for the contacts.
2
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Contacts
3
Document Storage Feature
Having document storage within the program would be a significant improvement. It would allow us to keep all necessary documents in one place, making it easier to manage and access them when needed.
0
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Misc
12
Audit Trail On Activity
5
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Reporting
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planned
11
Filters won't hold from previous time
When putting in filters, system doesn't hold what I put in for the next time. Please make it so it holds. Thank you.
0
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Projects
3
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