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Be able to look at the next two weeks of due dates- be able to create lists based on dates of upcoming bids so if I want to...
Is it possible to add a filter or swap a filter in the Dashboard. I would like to have a dashboard filtered by Product or...
After creating a list there should be the option to edit it vs. having to delete it and re create it. Also by being able to...
Under the projects module view projects by stages in Kanban style view
When I go to the project screen, I would like the default view to be my last used screen (saved search and sorted by bid date).
In proposal generator, if someone else is completing the proposal for the account manager there is no option for an autofield...
When creating an email from the template, it would be good to allow a preview where it shows the data fields as the actual data...
We have a standard filing structure we use for Project Folders. Need to be able to create a standard template that loads for...
Currently when you send an email it's marked as low. You should be able to choose normal...why low? :)
Need option to bulk update or remove Sales Activities dates and/or checkboxes.