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Kevin

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11 results found

  1. Zoho Books

    10 votes
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    0 comments  ·  General  ·  Admin →
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    Kevin shared this idea  · 

  2. Allow duplicate email address between customers

    169 votes
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    planned  ·  34 comments  ·  General  ·  Admin →
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    Kevin supported this idea  · 

  3. Invoice Finalize

    60 votes
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    17 comments  ·  General  ·  Admin →
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    Kevin supported this idea  · 

  4. 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.

    Kevin supported this idea  · 

  5. The 100% PERFECT SOLUTION for having MULTIPLE Phone Numbers and Email Addresses instead of using SUB CONTACTS !!!

    185 votes
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    67 comments  ·  General  ·  Admin →
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    Kevin commented  · 

    Any updates?

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    Kevin commented  · 

    Is this being considered yet? I didn't see any comments from Troy or Robert yet.

  6. Custom Fields - Parts

    19 votes
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    under review  ·  10 comments  ·  General  ·  Admin →
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    Kevin shared this idea  · 

  7. Warranty System / Assets

    25 votes
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    planned  ·  7 comments  ·  General  ·  Admin →
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    Kevin commented  · 

    Maybe even a system to check current warranty status in the customer panel with cert or serial #.

    Kevin shared this idea  · 

  8. Links Tab

    7 votes
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    2 comments  ·  General  ·  Admin →
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    Kevin commented  · 

    This would be pretty awesome to have a links page. It would be nice to be able to have a search also and be able to add "tags" to the links to help find them.

  9. A mention / notification system.

    14 votes
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    5 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    This was planned, but the @mention plugin we found didn’t work so well. I’m going to shelve this until we can figure that part out..

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    Kevin commented  · 

    I would like to see a feature like this for all notifications. Ticket replies, estimate approvals, etc...

    It would be nice it they were real time also (no page refresh) Or maybe even something like gmail uses for the desktop notifications for new emails? A browser extension?

  10. More Robust Contact Management (Vendors / Customers / Contactors / etc)

    2 votes
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    8 comments  ·  General  ·  Admin →
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    Kevin commented  · 

    Any other features you guys would like to see apart of this?

    Kevin shared this idea  · 

  11. Gift cards

    175 votes
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    70 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    This thread seems to be talking about different things – so I need to get clarification if possible.

    When you comment on this thread please state if you want “gift certificate support”, meaning a template to print them or something, and maybe a way to track the balance – OR -

    “gift card support via Vantiv” where you have to buy magstripe cards with your design, have a Vantiv account, and deal with loading / checking balances / and the regulation that goes along with being required to allow people to cash out/etc.

    We can refer to these as “basic gift certificates” or “magstripe gift cards” in the comments.

    Feel free to say you want both! :)

    The Vantiv “gift card support” is a fairly large project that we would need to see a lot of votes to get going.

    A basic gift certificate tracking system might be simpler and…

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