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Philip Buchanan

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My feedback

9 results found

  1. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    291 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

    Philip Buchanan supported this idea  · 

  2. LEADS Module OVERHAUL - UPGRADE Inboxr and UNIFY Features

    10 votes
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    planned  ·  5 comments  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  3. Integrate Tsheets for timekeeping.

    13 votes
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    2 comments  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  4. Checkout Module for our own assets

    28 votes
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    1 comment  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  5. Introduce a Pay Now button on each invoice that we email out instead of customers having to log in to the portal

    3 votes
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    0 comments  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  6. Select customer “Ship to” on Estimates and Invoices

    20 votes
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    planned  ·  2 comments  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  7. customer groups

    24 votes
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    5 comments  ·  General  ·  Admin →
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    An error occurred while saving the comment
    Philip Buchanan commented  · 

    Agreed this should be added to the security groups, and users permissions.

    Philip Buchanan supported this idea  · 

  8. Improve upon the Google Calendar integration visual design & usability

    23 votes
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    0 comments  ·  General  ·  Admin →
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    Philip Buchanan supported this idea  · 

  9. I see you have MAXfocus integration and plan on adding N-able by N-able by SolarWinds, any plans, interest, votes, for adding Continuum RMM

    5 votes
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    Philip Buchanan shared this idea  · 

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