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  • Articles (85)
  • Ideas (315)

    1. Response emails / Messages to Invoices / Estimates

    2. Update ticket status automatically within the canned response option.

    3. Add a Mail or Response Icon to Leads  ·  under review

    4. more data retention  ·  completed

    5. Make data from worksheets searchable

    6. Easier data entry of Custom Fields  ·  under review

    7. Search All the Things Database Reindexing

    8. Customer Data Sheet/Worksheet

    9. European General Data Protection Regulation (GDPR) compliance  ·  completed

    10. Third Party Accounting Integration or Data Transfer

    11. Modification to View Customer Detail overview data  ·  completed

    12. Add the Transaction response code from a payment to the Quickbooks Payment reference no. field.

    13. one central area that shows all areas of communication (estimates, leads, ticket responses, etc)

    14. Provide a way to backup ticket data  ·  completed

    15. Zapier Integration

    16. More data fields in products

    17. allow price comparison between suppliers through data feeds

    18. Allow us to enter appointment time tag as canned response to confirm my appointments!

    19. Solution for mobile techs with no signal/data  ·  completed

    20. Leads Preferences (Settings)

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