User Activity

@Vahe So the Customer Portal is a great idea...But the follow thru is severely lacking.I would like to invite a customer to have access to all their Customer Facing data: invoices, estimates, jobs in progress, current balance, payments, credits on cu...
Can't speak with my CSM team everything goes thru email. The call support center doesn't seem as knowledgeable as they once were. VAHE where the heck are you?
I would like to have the ability to categorize my tag types.Add a field to the Add Tag called category. Enable the tag to be available to "ALL"; "Calls"; "Jobs"; "Customer"; "Location" or possibly select any combination, with the option to show on di...
When I read the general use for Task Management it seems to be focused on customer complaints, refunds, and warranty parts. What I would like to use it for is accountability for duties for staff and techs. I would like to set a recurring task for tec...